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  1. Desktop Broker Help Center
  2. FAQ
  3. Account Admin

Account Admin

  • How do I deposit funds to trade?
  • How do I get a new password or PIN and/or unlock my account?
  • How to change my client's CHESS Communication Preference?
  • Our clients's Macquarie trading account has transitioned to Desktop Broker, but I cannot log in?
  • How can I find my username?
  • How long will it take to process my share transfer?
  • How to Register a Power of Attorney (POA) on a Client's Account
  • I need help activating my account and accessing it
  • Why can't my client access their Desktop Broker account?
  • How do I process an account application on behalf of my client?
  • How to process a client's account application?
  • How do I unsubscribe from the Daily Portfolio Snapshot emails?
  • How do I access the Desktop Broker mobile Application?
  • How can I add or revoke an authorised representative on an account?
  • How do I transfer shares that I own to someone else?
  • How do I change my clients’ details?
  • Opening multiple client accounts
  • How do I open a trading account for my client?
  • How does an adviser sign up to Desktop Broker?
  • How do I set up a new licensee with Desktop Broker?

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