{"schema":"exacc.help.page/1","url":"https://exacc.au/help/link-bank-feeds-macquarie/","title":"Connect Macquarie business accounts to Exacc","description":"Bank feeds for a Macquarie company, trust, partnership or SMSF account: email the CDR Nominated Representative Authority Form, then connect in Exacc.","category":"Accounting","summary":"Macquarie appoints a business's **nominated representative** by paper form only: the **CDR Nominated Representative Authority Form**, one per representative, emailed to transact@macquarie.com and completed within 5 business days. The representative then connects Macquarie in Exacc as in [Connect your bank (bank feeds)](https://exacc.au/help/set-up-bank-feeds/) with their Macquarie ID. Sole traders need no form.","lastVerified":"2026-10-28","apps":["app"],"processIds":["connect_bank_feed"],"start":{"label":"Open Bank Feeds","url":"https://app.exacc.au/{dbId}/bank-feeds-linked"},"menuPath":["Books","Banking","Bank Feeds"],"before":["The representative is 18 or older and has **transaction access on every account listed**, holding a role on each one (account holder, signatory, power of attorney, office holder such as a director, or trustee).","They have Macquarie online/mobile banking access and a **Macquarie ID** (if not, call Macquarie on 1800 806 310).","The person who connects in Exacc must be the one the bank lets share the data. They need their own Exacc login with access to the business file and an Australian mobile number in their Exacc profile (in the form +614…)."],"steps":[{"step":1,"title":"Complete the CDR Nominated Representative Authority Form","body":["On the form (MBL0023 08/23) tick **Appoint**, enter the representative's details (section 2) and list the accounts by product and number (section 4). Use one form per representative.","Macquarie accepts original signatures only, not digital signatures:"],"fields":[{"name":"Company or corporate trustee","help":"2 directors, or a director and the company secretary."},{"name":"Sole-director company","help":"The sole director."},{"name":"Partnership","help":"Any 2 partners."},{"name":"Trust or SMSF with individual trustees","help":"Any 1 trustee."},{"name":"Any entity","help":"An established power of attorney."},{"name":"Joint accounts","help":"Each holder signs."}]},{"step":2,"title":"Email the form to Macquarie","body":["Email it to transact@macquarie.com. Macquarie completes it **within 5 business days**."]},{"step":3,"title":"Then connect in Exacc","body":["Follow [Connect your bank (bank feeds)](https://exacc.au/help/set-up-bank-feeds/): in the business file open **Books › Bank Feeds**, click **Connect a Bank** (**Connect New Account** once the file has connected accounts), search for **Macquarie** (Basiq lists it as \"Macquarie Bank Limited\" and \"Macquarie Bank Limited - Active Banking (Business)\") and click **Approve** on Basiq's page.","At Macquarie, authenticate with your Macquarie ID and the one-time password from **Macquarie Authenticator** or SMS, then select the accounts and authorise."],"url":"https://app.exacc.au/{dbId}/bank-feeds-linked"}],"sections":[{"heading":"Which accounts can be shared","body":["The form's list of eligible accounts (dated 08/23) shows personal-style products, while Macquarie's current help page lists business products (Business At Call, Business Term Deposit, Business Cheque, loans, overdrafts). If an account is refused, check with Macquarie."]},{"heading":"Sole traders","body":["No nominated representative is needed: share directly. Secondary users can be added through **Account details › CDR secondary sharing › Manage**."]},{"heading":"See or stop sharing at Macquarie","body":["Log in to Macquarie Business Online, open the profile-icon drop-down and select **Security**. Under **Connected third-party providers**, select **Manage** next to the provider, then **Stop sharing** and confirm.","To remove a representative, send the same form with **Revoke**. You can also tick an option to revoke the consents that person created; otherwise they run until they expire. Revoking does not remove their login."]},{"heading":"Other banks","body":["The same set-up at other banks (Bankwest, ING and any other bank: see [Bankwest, ING and other banks](https://exacc.au/help/set-up-bank-feeds/#other-banks)):"],"list":["[ANZ](https://exacc.au/help/link-bank-feeds-anz/)","[Bank of Queensland (BOQ)](https://exacc.au/help/link-bank-feeds-boq/)","[Bendigo Bank](https://exacc.au/help/link-bank-feeds-bendigo/)","[Commonwealth Bank (NetBank and CommBiz)](https://exacc.au/help/link-bank-feeds-cba/)","[NAB](https://exacc.au/help/link-bank-feeds-nab/)","[St.George, Bank of Melbourne and BankSA](https://exacc.au/help/link-bank-feeds-st-george/)","[Suncorp Bank](https://exacc.au/help/link-bank-feeds-suncorp/)","[Westpac](https://exacc.au/help/link-bank-feeds-westpac/)"],"after":["We are adding more banks. If you have tips or instructions for linking a business account at another bank, please share them with us through our [contact page](https://exacc.au/contact/)."]}],"related":["https://exacc.au/help/set-up-bank-feeds/","https://exacc.au/help/bank-feed-stopped/","https://exacc.au/help/process-bank-feeds/"],"sources":{"owner":"Macquarie's","checked":"2026-10-28","links":[{"label":"Macquarie: Open Banking and the Consumer Data Right (business help)","url":"https://www.macquarie.com.au/help/business/manage-your-accounts/data-sharing-and-integration/open-banking-and-the-consumer-data-right.html"},{"label":"Macquarie: CDR Nominated Representative Authority Form (PDF)","url":"https://www.macquarie.com.au/assets/bfs/applications/business-online/documents/CDR_Nominated-Rep-form.pdf"}]},"linkNote":"Links containing {dbId} open that screen in the business file whose id is dbId. A person can also open this help page with ?db=<dbId> to get the same links as buttons."}