Set up options for Macquarie CMA Accounts

When a CMT settlement type is set as the default, the bank details will appear as below (for Macquarie, GWA must be in place)

When the Direct Credit/Direct Debit (EFT) settlement type is set as the default, the bank details will appear as below (GWA not required but you must have a signed direct debit agreement from the client) 

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 TCWealth.

Account View > Details > Bank Accounts > Available Balance