Authority ProcessĀ 

  1. Download the authority formĀ 
  2. Print the authority form and arrange for your client to complete and sign the form (or send via DocuSign)
  3. Send a copy of the signed form to or upload it via the Intello Portal

About this Feed

  • This form should only be used by clients of Intello
  • The feed should be activated within 5-10 business days
  • This feed does not support historical transactions
  • Authority is at a account holder (client level) only
  • This feed provides daily transactional and balance data
  • Electronic signatures are accepted

In addition to the Elston IMA authority form it is recommended either the client or an authorised person on the account (e.g. Power of Attorney) execute a Macquarie CMA Third Party Authority Form to enable Intello to receive Macquarie transactional data.

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