Client Portal Help Centre

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  2. Wealth

Wealth

Open Banking

  • Open Banking FAQ
  • How do I add a bank account via Open Banking?
  • How do I reconnect (migrate) my existing Macquarie account/s using Open Banking?
  • How do I link/unlink an account to/from an existing Open Banking consent?
  • How do I delete (withdraw consent) my Open Banking linked account?
  • How do I renew my Open Banking consent?
See all 7 articles

Wealth Setup

  • How do I add a portfolio?
  • How do I add a superannuation account?
  • Wealth categories explained
  • How do I add a bank account?
  • Updating & adding your property details with our data provider.
  • How do I edit a wealth item?
See all 8 articles

Wealth Features

  • How do I upload history for my wealth items?
  • How do Integrated Rental Statements work?
  • How do I split Wealth ownership?
  • How does asset / liability ownership work?
  • Filtering in wealth

Wealth Settings

  • How do I hide and unhide a wealth item, like a bank account?

Wealth Reports

  • How do I produce wealth reports?

Troubleshooting Wealth

  • Troubleshooting error messages when adding wealth items with banking credentials
  • How data feeds with Multi-factor Authentication (MFA) work
  • Why can’t I find my financial institution on the list?
  • My bank accounts don’t seem to have updated. Why?
  • Is it normal for my bank accounts to be ‘processing’ for a long time?
  • How do I update the login credentials for my bank feeds?

Wealth Portal

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