Quickstart guide for clients

1. Log in to your Macquarie Prime account
   You can log in from any computer with internet access at macquarie.com.au/login, or from the overview page of the website by clicking the Login to Macquarie Prime button.
2. Enter your MAC (eight digit Macquarie Access Code)
   If you forget your MAC, please call the Macquarie Prime Client Service Team on 1800 187 434. We take your security and privacy very seriously, and will ask you several questions to identify you using information provided during the application process prior to providing you with your MAC.
3. Enter your password
   If you forget your password, you can reset it online by clicking Click here to reset your password on the login page.
4. Select the Macquarie Prime: Log in button to go through to the Macquarie Prime Online Portal.
5. Review the welcome screen: information here includes your last login date and time, and any important messages.
6. Select Continue to enter the Online Portal.

If you're accessing your Macquarie Prime account from a shared computer, please ensure you protect your account by logging off after use. As an additional security measure, you will be automatically logged out after 20 minutes of inactivity.

For a guide to the other tools and information available on the Macquarie Prime Online Portal, visit the Macquarie Prime help site at any time at macquarie.com.au/primehelp.

When entering the Trading Platform, you may see a Java security message. If you do:

1. Select Always trust content from this publisher
2. Click Run

An internet browser window will then appear – this window must remain open whilst you’re accessing the Trading Platform, although you can minimise it for convenience.

The Trading Platform will then appear. You can personalise the layout to suit your trading style.

Below is an example configuration, however there are a variety of additional panels you can incorporate into your layout, including alerts, news and any number of charts.

• BPAY®
• electronic funds transfer (EFT)
• real time gross settlement (RTGS)

You can check with the institution you are transferring your funds from, as to how long the transfer will take.

Your bank account numbers can be found in the Macquarie Prime Online Portal under the Home and Cash tabs. Your Holder Identification Number (HIN) and Facility numbers can be found under the Trading tab.

1. Log into the Macquarie Prime Online Portal
2. Select Forms under either the Administration or the Tools tab
3. Click on Macquarie Prime Share Transfer Request - Apply Online
4. Complete the online transfer request application and return your signed request.

Note that you do not need to sign and return the form if you are transferring Issuer Sponsored shares. This step is only required when transferring CHESS-sponsored stock from another broker.

Home Tab
In this section, you will see a summary of your account and portfolio, which is updated after the market closes each day. You may also click on the refresh button to update your account summary and portfolio intraday. On the right hand side of the screen, you can find all of your Macquarie Prime Account numbers.

Trading tab

• View your account summary, with information such as your current available funds, net equity, funds balance and risk limit utilisation. Click on these titles for a quick definition. On the right hand side, you will see your Prime Facility number and also your HIN details.
• View detailed positions, corporate action notifications and GSL notifications.
• Run reports on your trade transaction history, with specific date parameters and export reports in QIF or CSV formats.
• View current margin rates, the shorting list (which is updated daily) and which CFDs are offered.

Cash Tab

Funds transfers out of your Macquarie Prime Account can be made from this section of the Macquarie Prime Online Portal. The minimum ongoing balance for your cash account is $100. You can also view pending transfers and interest rates.

• Prepaid interest
  You can fix your interest rate for up to 12 months by applying for a prepaid loan in the Interest Prepayments field.
• Linked accounts
  You can link up to five external accounts to your Macquarie Prime Account. You can obtain the linked bank account form under either the Administration or the Tools tab. Linked accounts must be in the same name as your Macquarie Prime Account.

For a guide to the many functions of the Macquarie Prime Trading Platform select from the following

• Quick start guide
• Frequently asked questions
• Prime online help

Platform demonstrations
Demonstrations of how to use the Trading Platform are available in video and PDF on the platform demonstrations page.

Loading the platform
If you are having trouble loading the Trading Platform, please ensure you have the latest version of Java installed, available free of charge at java.com

If you have open positions, it is normal to see differences between cash balances in the Macquarie Prime Online Portal and the Trading Platform when the market is open. This is because the Trading Platform is updated in real time, but the Macquarie Prime Online Portal is only updated once at the end of each trading day.

• What does MTM mean on my statement?
  MTM or mark-to-market relates to CFD positions on your account. The change in value of a CFD position in your account is reflected on your cash statement daily.
• Misplaced a monthly statement?
  Have another one emailed to you for free by selecting Request Statement under the Cash tab. Simply choose the month you are interested in, then click Request Statement.

Available Funds
This is the funds available from your Prime Account, for payments or use in placing orders.
If you do not have a Loan Facility, Available Funds will equal Net Equity less Equity less Blocked Funds less Blocked Orders

Blocked Funds
This is the cash held as security for your short share, long CFD and short CFD positions. If you do not hold any of these positions, this field will have a value of zero.

Blocked Orders
This is the cash held as security for any unfilled orders you have placed.

Equity
This is the total value of all long share positions and any orders to enter into long share positions.

Net Equity
Total assets less total liabilities held in your Prime Facility. This will equal long share positions less short share positions plus your Account Balance.

Funds Balance
Where your Funds Balance is positive, interest will be payable to you by Macquarie at the deposit interest rate

Blocked Fund
This is the cash held as security for your short share, long CFD and short CFD positions. If you do not hold any of these positions, this field will have a value of zero

Account Balance
This is the overall balance of your Prime Account. This will equal the sum of your Funds Balance and Blocked Funds.

Your Available Funds, Funds Balance and Account Balance will be the same if you have a no loan account and only hold cash and long share positions.

Total Limit
This is the Utilised Limit plus Available Limit.

Available Limit
This is the amount of the Risk Limit that is not being utilised within your Prime Facility. This will equal your Total Limit less Utilised Limit.

Utilised Limit
This is the amount the amount of Risk Limit you are using within your Prime Facility.

A red arrow next to your positions means that you have opened positions in that stock at different price levels.

If you have a GSL over this share, you will see a tick in the relevant column. In order to view further details of your positions, simply double click on that position. 

It is up to the individual investor to ensure that they have sufficient margin against their positions. An easy way to keep an eye on this is to ensure your Available Funds is greater than zero. If your Available Funds falls below zero, you are in margin call.

Ways to avoid your account going into margin breach include:

• Depositing funds
  If you have a loan in your Facility, any additional funds you deposit will offset the loan and reduce the risk of a collateral breach.
• GSLs
  Using a GSL can significantly reduce the incidence of a collateral breach due to movement of a stock.

Investor details

You can view and amend your personal details via the Macquarie Prime Online Portal, such as your:

• email address;
• contact phone number; and
• address and/or mailing address and we will notify CHESS on your behalf.

Trading Preferences

You can amend your preferences for the Trading Platform, such as:

• switching off market data;
• changing your trade confirmation preferences; and
• setting up alerts.

Security settings

You can edit your security settings under the Administration tab.

Other changes

For other updates and changes to your Facility, simply download, complete and return the relevant forms, including:

• Change your Risk Limit
• Change or add a new linked bank account
• Transfer shares or refinance an investment loan into your Macquarie Prime Account.

Watchlist prices update dynamically without the need to refresh your screen. The watchlist displays share information including:

• current trading status
• current bid and offer
• last price traded
• change from the previous close in dollars/cents and percentage terms
• the opening price for the day
• the high and low price for the day
• the volume traded

For a step-by-step process on how to launch, setup and save a watchlist, visit the platform demonstrations page to download the flyer or view the demonstration video.

Need help staying on top of your portfolio and market movements? You can request alerts to be sent to you via:

• a message on the Trading Platform;
• SMS; and/or
• email.

Alerts can be set up through the Trading Platform at Trading > Alerts. Your preference for SMS or email notification can be selected in the Macquarie Prime Online Portal via the Manage Account tab.

You can resize and move the individual windows in Trading Platform. You are able to set the screen up as you prefer and save the screen configuration by:

1. going to Administration > Screen Configuration;
2. selecting New Screen Config; and
3. entering a name for the setup.

You can always switch back to the default layout by selecting Standard View.