How do I access Adviser Online?

Adviser Online makes it easy to efficiently manage all your clients’ accounts in one secure, digital portal. You can view enhanced reporting, set up ESI data feeds, receive smart notifications, and more.

To use Adviser Online you’ll need to download and register for the Macquarie Authenticator app (Authenticator app).

How do I register for Adviser Online?

  1. Visit Perpetual Adviser Online
  2. If this is your first time logging in to Adviser Online, select New to Adviser Online? Register now to register with your Access Code and mobile number
  3. Once you've registered, from the Download and register for Macquarie Authenticator app page, scan the QR code and follow the prompts to download and link your device to your Access Code 
  4. Select Return to log in
  5. Enter your Access Code and password
  6. Follow the prompts on Adviser Online and the Macquarie Authenticator app to access Adviser Online.

What can I do in Adviser Online?

Adviser Online lets you check on your clients’ accounts, update your profile and settings, manage payments and transactions, and view reports and resources. You can also use it to access Request Centre and download useful tools.

Read the relevant section below for instructions on how to do key tasks:

Search for a client

There are two ways you can find a client:

Option 1 – Client search

  1. From the global search bar, select Clients from the drop-down
  2. Search for your client's name
  3. Select their name from the drop-down list.

Option 2 – Side navigation

  1. Hover your mouse over Clients in the menu and select Clients
  2. Search the client's name in the client search bar
  3. Select the client from the results presented.

Search for a client’s account

There are two ways you can find a client's account:

Option 1 – Account search

  1. From the global search bar, select Accounts from the drop-down
  2. Search for your client's account number or name 
  3. Select their account name from the drop-down list.

Option 2 – Side navigation 

  1. Hover your mouse over Clients in the menu and select Accounts
  2. Search for the account in the account search bar by using either the account number or name
  3. Select their account name from the results presented.

Search for transactions on an account

There are three ways you can search for transactions:

Option 1 – Account search

  1. From the global search bar, select Accounts from the drop-down
  2. Search for your client's account number or name
  3. Select their account name from the drop-down list
  4. For a Wrap account, select either the Cash transactions OR Investment Transactions tab
  5. Search for a transaction in the search bar or use the filters to refine your search.

Option 2 – Client search

  1. From the global search bar, search Clients from the drop-down menu
  2. Search for your client’s name
  3. Select their name from the drop-down list
  4. From the Client overview page, select the account from the Accounts section on the page
  5. Select Transactions
  6. For a Wrap account, select either the Cash transactions OR Investment Transactions tab
  7. Search for a transaction in the search bar or use the filters to refine your search.

Option 3 – Side navigation

You can use the side-menu beneath the Adviser Online icon to find your client’s transactions. 

  1. Hover your mouse over Clients in the menu and select Cash transactions.
  2. Search for a transaction in the search bar or use the filters to refine your search.

Option 4 – Wrap account reporting

You can also use the Report Builder to view cash transactions on a wrap account:

  1. From the global search bar, search for your client’s account number or name
  2. Select their name from the drop-down list
  3. Select the Report Builder tab
  4. Tick the box next to Cash transactions
  5. Select the preferred date range and format options
  6. Select Download.

Change notification preferences

Access notifications and change your notification preferences by selecting the bell icon next to the search bar. You can set global notifications for your clients’ cash accounts relating to:

  • cash balance thresholds.

You can also use the notification bell to access your Wrap notifications:

  1. Select the bell icon next to your profile and select View wrap alerts
  2. Select your adviser code
  3. Select the number under Alert details to see your wrap alerts sorted by date.

Check your contact details

To ensure your access remains secure, it’s important to have up-to-date contact details. We’ll also need these if we need to contact you.

To check if your details are up-to-date:

  1. Log in to Adviser Online
  2. Select the icon next your name
  3. Select My profile.

On the My profile page, you can view:

  • your Access code
  • when you last accessed Adviser Online
  • when you last changed your password
  • your email address
  • your contact number
  • your office and mailing address.

Update contact details for a dealer or adviser

You can update the contact details (mailing address, office address and work phone number) for any dealer or adviser listed under the ‘My access’ page on Adviser Online.

Please contact us via chat to update your mobile number, email or provide or amend an international address, as you can’t do this through Adviser Online.

  1. Log in to Adviser Online
  2. Select the icon next to your name
  3. Select My access
  4. Select the dealer or adviser you would like to update
  5. From the Details page, select the update icon in the Contact details section
  6. Update the contact details
  7. Confirm the changes are correct
  8. Select Submit
  9. Once you’ve sent your request, you’ll be provided with a request ID number and have the option to save or print your request receipt by selecting the print icon.

Access Adviser Request Centre

See Using Adviser Request Centre.

How do I change my password in Adviser Online?

You can change your password from My security or via the log in page.

To change your password from My security:

  1. Log in to Adviser Online
  2. Select the icon next to your name
  3. Select My security
  4. Select Update password
  5. Enter your new password. We recommend picking a secure password and avoid easy-to-guess clues like your birthday or name, or commonly used passwords.
  6. Make sure your password:
    • is between 8 and 256 characters long – that means you can use several words with spaces;
    • doesn’t repeat the same character more than three times in a row;
    • contains at least two letters; and
    • contains at least one character that isn’t a letter (number, space, or punctuation)
    • is not one of your previously used passwords
  7. Select Update
  8. On your mobile device, open the Macquarie Authenticator app push notification
  9. Review the details
  10. Select Approve.

To change your password from the log in page:

  1. From the Log in to Adviser Online page, select Forgot log in details?
  2. Select Forgotten your Password
  3. Enter your Access code and mobile number
  4. Select Submit
  5. In the Macquarie Authenticator app, you will receive a push notification to change your password
  6. Select Yes, reset
  7. Create your new password.

How can I retrieve my Access code?

Your Access code is what you need to log in to Adviser Online. If you don't know it or have forgotten it, you can retrieve it via the Adviser Online log in page.

  1. From the Log in to Adviser Online page, select Forgot log in details?
  2. Select Forgotten your Access Code
  3. Enter your last name, date of birth, and the email address you have registered with us
  4. Click Submit.

If the details match what we have on file for you, you’ll receive an email with your Access code. 

You can log in any time with your retrieved Access code using your current password. If you’ve forgotten your password, you can reset it by following the steps above.

Can I share my Access code with another staff member?

As part of our established fraud controls, each individual staff member will need to register for their own access code and keep their login information private. To register, please complete the relevant form located in Adviser Tools. Please note, if you share your Access code, we will be required to lock your access code and speak with you to unlock your Access code.  

How can I check my access details in Adviser Online?

Within your profile drop down, there is the ability to view your access details. The My access page displays the access details of the Access code that has logged in as well as details about those adviser and dealer codes and who else has access.

  1. Log in to Adviser Online
  2. Select your profile
  3. Click on My access

Depending on the access level of the Access code logged in, either a dealer Access code or an adviser Access code, the user can view the access details of the associated dealer codes and adviser codes.

For more information on how to update or remove access to an adviser code, see Adviser Online new registrations and access levels.

Why can’t I log in to Adviser Online?

There are a few reasons why you might not be able to log in to Adviser Online. Here are some ways you can troubleshoot your issue:

  1. Make sure you’re registered as an adviser 
    It’s important to make sure that you’re registered to use Adviser Online.
  2. Make sure you’ve set up the Macquarie Authenticator app (Authenticator app)
    To use Adviser Online, you need to download and register for the Macquarie Authenticator. The Authenticator app is our most secure verification method. It’s a standalone mobile app that sends you actionable push notifications to verify certain actions and account changes.
  3. Make sure your Access code is correct
    Your Access code lets you log into Adviser Online.
  4. Reset your password 
    If you can’t remember your password, you can easily reset it. You'll just need your mobile and the Macquarie Authenticator app.
  5. Change your internet browser 
    If you see an error message that says 'A system error has occurred', the problem might be related to your internet browser. Try using a different browser to log in to see if that fixes your issue. 
  6. Try another device 
    If you’re still experiencing problems, you may want to try logging in on a different device. If that still doesn’t help you, please contact us.

What if my client has forgotten their Access code or password?

You are unable to perform the following actions on behalf of your client: 

  • retrieve their Access code 
  • change or reset their password 
  • unlock their Access code 
  • merge multiple Access code into one
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If you have any feedback on this article or need additional support, please contact us via chat or email wrap@perpetual.com.au.

Perpetual Private Wrap is the marketing name for the Perpetual Private Investment Wrap (Investment Wrap) an Investor Directed Portfolio Service (IDPS) operated by Perpetual Trustee Company Limited (PTCo), ABN 42 000 001 007, AFSL 236643, Perpetual Private Super Wrap (Super Wrap) and Perpetual Private Pension Wrap (Pension Wrap) that are part of the Perpetual Super Wrap (RSE R1074406),ABN 22 897 174 641) (the Fund), as superannuation fund established by way of a trust deed. The trustee of the Fund is Equity Trustees Superannuation Limited (ETSL) ABN 50 055 641 757, AFSL 229757, RSE L0001458. The Perpetual Cash Account is a wholesale deposit with Macquarie Bank Limited ABN 46 008 583 542, AFSL 237502. Perpetual Private advice and services are provided by PTCo. This information has been prepared by PTCo and contains general information only and is not intended to provide you with advice or take into account your objectives, financial situation or needs. You should consider the Investor Services Guide and Product Disclosure Statement as applicable, and whether the information is suitable for your circumstances, we recommend that you seek professional financial, tax and/or legal advice. BPAY is a registered trademark of BPAY Pty Ltd ABN 69 079 137 518.

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