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?