To enhance security and improve efficiency, we’re consolidating all client request communications into the Request Centre, our secure and authenticated environment in Adviser Online.
If you’re already using Request Centre for your client requests and follow-ups, you’ll experience no change to your current workflow.
If you’re still using email to communicate with us about client requests, please review the key changes below.
Your two-phase transition plan
What's changing | What that means for you |
| We’ll no longer send updates or follow-ups from wrapsolutions@macquarie.com or adviser@macquarie.com. Instead you’ll receive an automated email from no-reply@adviseronline.macquarie.com.au prompting you to check the Request Centre for all updates. |
| We’ll no longer be communicating only with the lead adviser listed on the client’s account. If you submitted the request via Request Centre, we’ll notify you directly. |
Benefits of using Request Centre
- Greater efficiency: submit and track requests in one central place.
- Better visibility: all team members with client access can monitor and action requests.
- Full transparency: get real-time status updates, manage follow-ups and additional requirements exclusively via Request Centre and get estimated completion times on your requests.
- Enhanced security: communicate with us through a secure, authenticated channel, reducing the risks associated with email.
- Centralised record keeping: access a complete history of all your requests at any time.
We encourage you to familiarise yourself with Request Centre’s features to ensure a smooth transition.
Need help?
For a comprehensive guide on Request Centre, please visit our Adviser Help Centre.