Get Macquarie Wrap Third Party Online Access: Authorisation Form

Filling out the Macquarie Wrap Third Party Online Access: Authorisation Form is a straightforward process. This guide will walk you through each section, ensuring that you complete the form accurately to grant access to your account information.

Follow the steps to authorise third party access to your Wrap account.

1. Click the ‘Get Form’ button to obtain the form and open it in your selected environment.
2. In the first section labeled 'Your account details', enter the Wrap account number and the full portfolio name for each account you wish to authorise third party access to. You can list multiple accounts here.
3. Proceed to the 'Third party details' section. Fill in the title of the individual or the authorised representative, along with their name, and the name of the company or firm, if applicable.
4. In the same section, provide the address details including the street number, street name or PO Box, suburb, state, and postcode. Include the Wrap third party code if you have it.
5. Next, move to the 'Declaration and signature of account holder(s)' section. By signing this form, you acknowledge the Terms and Conditions and authorise the nominated third party to view and download your account details.
6. Sign the form in black ink and print the names of all account holders clearly in the designated spaces. Include the date of signing.
7. Finally, review all information for accuracy. You can now save your changes, download the completed form, print it for your records, or share it as needed. Ensure that a copy is retained for your personal records.

Complete your Macquarie Wrap Third Party Online Access: Authorisation Form online today to streamline third party access to your account.