Please enable JavaScript to view this site.

Mclowd User Guide for SMSF Practitioners

Navigation: Mclowd Basics

Managing your Mclowd™ Account

Scroll Prev Top Next More

The last option both the Practitioner Settings Menu and Fund level Settings Menu enables management of your Mclowd™ Account.

 

MclowdAccount_Prac

 

Here you can Change your User Name:

Account_editusername

Change your password:

Account_changepassword

Set up Multi-factor Authentication (MFA) for extra security

Account_setupMFA

Configure Data Feeds

 

including Setting up Macquarie Data Feeds and *DDH Graham Data Feeds
(*with assistance from Mclowd™'s staff)

DataFeedsMenu

 

View and Manage Payments and Subscriptions

Account_managesubscriptions

This screen shows all current subscriptions and a history of payments made to Mclowd™. Here, you can

oview or download a copy of an invoice for a payment you have made

ocancel a subscription

oupdate your credit card information or other default payment method data (If payment information has been entered, it will display below the Subscriptions Panel).

 

Upgrade your Account (to Mclowd Pro Version or  Mclowd Premium Version) or Downgrade from Mclowd Pro Version or  Mclowd Premium Version.

mclowdversions

or Downgrade your Account

If you choose to Downgrade, you will still have access to the features of the account you are using until the subscription period ends, but you will not be automatically charged a renewal fee on the expiry date.

You can also update the card used for your subscription (if any) here.

You can also Delete your Account or Fund.

Copyright Mclowd Pty Ltd 2018