What is your Macquarie Company Code?
The Macquarie Company Code for FinClear Services is 9764. Please grant General Withdrawal Authority.
What are the FinClear SSIs?
Click this link to access the FinClear SSI document.
What is the FinClear Sponsoring Broker PID?
The FinClear sponsoring broker PID is 3557.
What is the FinClear Settlement PID?
The FinClear settlement PID is 1792.
Where can I get a copy of the FinClear application form?
Please start your application via TCOps Account Opening, save as draft and and then click “View PDF” to download the application form.
What FinClear T&Cs do I need to provide to my clients?
All clients who open a FinClear account must read, understand and agree to the FinClear Terms of Trade.
Can FinClear account holders log in to see their portfolio?
Yes, your clients can have a basic log in to our front-office to view their account, print contract notes and access reports. There is an additional agreement required to activate this service and fees per number of users. See here for pricing - Trade Centre Pricing Schedule | Finclear. Please contact your Relationship Manager if you wish to sign up for this service.