Client Portal access and navigation

An Access Code is an eight-digit number that lets you log into the online portal. To retrieve their Access Code, your client can:

1. Go to the online portal and select Log in
2. Click Trouble logging in?
3. Select Forgotten your Access Code
4. Enter their last name, date of birth and registered email address. Select Submit.
5. If the details are correct, they’ll receive an email with their Access Code.

Your clients can also reset their password through the Client Portal:

1. Go to the online portal and select Log in
2. Click Trouble logging in?
3. Select Forgotten your password
4. Enter their Access Code and mobile number. Select Submit.
5. In the Macquarie Authenticator app they’ll receive a push notification to change their password
6. Select Yes, reset
7. Create a new password.

If they still can’t log in then they can call us on the relevant number below:

• Grow Wrap: 1800 095 825 (Overseas +612 5501 1744)
• Voyage: 1800 892 353 (Overseas +612 5501 1744)
• PortfolioOne: 1800 675 831 (Overseas +612 5501 1744)

Your client can view their account balances on the home page once they’ve logged in to the online portal.

Your Investment Service (IDPS) clients can also manage their transactions through the online portal.

How can my investment clients make a payment from their bank account using electronic funds transfer (EFT) or BPAY^®?

1. Log in to the relevant online portal for their product
2. Select the dollar sign icon from the side menu
3. Select Make a payment
4. Select the account the payment should come from
5. Select the payee (EFT) or biller (BPAY^®) from your payee list, or add a new payee or biller
6. Enter the amount and an optional payment description for the payee e.g. Reference number
7. Check the payment date. Select to pay Now or Later or if you’d like to set a recurring payment
8. Select Next
9. Include payment details like notes, attachments and categorisation. These are optional and won’t be visible to the payee
10. Select Review payment
11. Check all details are correct and select Confirm transfer
12. Your client will receive a push notification to approve the payment in the Macquarie Authenticator app.

You can optionally print a receipt of the transaction via the Print icon in the top right corner of the screen.

Payments require validation via two-factor authentication.

It’s important to ensure the BSB and account number your client enters are correct. The account name is not used for processing payments and we do not match the account name against the account number they provide. Entering incorrect details may mean the wrong account is credited and it may not be possible to recover the funds.

The dashboard offers your clients a snapshot of their finances as well as providing tools for budgeting and cashflow management. The dashboard is displayed when your client logs into the online portal

The dashboard can be customised to add and remove information widgets, and to configure the information displayed in the widgets.

Widgets available in the online portal:

• Upcoming payments
• Asset allocation
• Balance history
• Spending categories
• Budgeting
• Total net wealth
• Cashflow
• Recent activity

® Registered to BPAY Pty Ltd ABN 69 079 137 518