To view these options navigate to Account Maintenance > Bank Details.
Where CMT is the Default Debit, the account will be settled intra-day via Macquarie batch settlement. General Withdrawal Authority must be in place at Macquarie for us to sucessfully debit the account.
Where DIRDEB/DIRDEP is the Default Debit, settlement is via Direct Debit. You must have a signed Direct Debit Form from the client (part of the standard FinClear Account Opening form). Submission of General Withdrawal Authority to Macquarie is not required.
Where Enquiry Only access is set up at Macquarie, the non-default CMT settlement method above, will allow you to view the CMA balance in TC Wealth.