If you’d like to use a Macquarie Cash Management Account (CMA) instead, we can link it to your Opentrader account 🔗 

As long as: 

• The CMA isn’t linked to another trading account already ✅ 
• The CMA account name matches the Opentrader account name exactly ✅ 
•  If you haven't got a Macquarie CMA already, you must be in Australia to open one ✅ 

What we’ll need from you  

If you already have a Macquarie account

1. Print, fill out and sign the Macquarie Third Party Authority Form with a pen (not digitally!*) ✍️ 
2. We’ve pre-filled section 4 of the form already, which grants “General Withdrawal Authority”. (this is needed to integrate the CMA with Opentrader, which allow for things like, well...trading) 
3. Send in a copy of your ID passport or driver’s licence 
4. Email both of these to us at hello@opentrader.com.au 

*To keep your account safe, we can’t accept digital signatures  ✍️ 

If you don’t have a Macquarie CMA yet

You can apply online with Macquarie. Please note that you must be in Australia to open a Macquarie CMA. To link the CMA to Opentrader, when you get to the “Third Party Authority” section, please use this info: 

• “Authorise a third party for this account” - yes 
• “Type of third party” - Financial services company
• “Company name” - Openmarkets Australia Ltd 
• “Company code” - A091 
• “Level of authority” - General Withdrawal Authority  

I can’t see the option to link my Macquarie CMA 

Linking your Macquarie CMA is not built into the Opentrader application process itself, so you won’t see a section about this when you apply. But, we can link your Macquarie CMA to Opentrader on request. Follow the instructions above to let us know.  

For anything else

If you have any questions or need help, don't hesitate to get in touch 🙋

You can reach us on live chat or over the phone on 1800 OT TEAM (1800 688 326 or +61 2 9055 4400 for overseas). We're available between 9:00 am and 5:00 pm (Sydney time), Monday to Friday. If we're away, just send us a message and we'll get back to you.