AdvisorAccess

Two-step verification (sometimes called multi-factor authentication) adds an extra layer of security to prevent someone else from accessing your account. It allows us to verify your identity in two different ways when you sign into your account — first through your password, then through the verification code you’ll receive by email. 

This is part of our continuing work to create a competitive and compelling digital experience. The security of advisor and client account information is Mackenzie’s top priority. To ensure this, we are introducing an enhanced sign-in process for both advisors and investors. 

Please contact Client Relations. 

No, you must set up your new user ID (email address) to access your accounts. Once you’ve completed this step, your old user ID will no longer be valid.

We are introducing a two-step verification process each time you sign into AdvisorAccess.

In addition, you can call or email our Client Relations team to grant access to other members of your team. Each member of your team may have their own unique user ID (their email address), with access to dealer rep codes that you approve/grant.   

Both changes will provide an extra layer of security for your account. 

We have updated our conditions of use.

Yes, if you have clients who use Mackenzie’s InvestorAccess tool, they will also have two-step verification added to their sign-in process. 

You will see the step-by-step instructions on the sign-in page

They are: 

  Sign in with your existing user ID (MA######) and password. 

• Enter your email address (for example, ----@dealername.com). This is your new user ID. 

• Verify your identity by entering a six-digit verification code that is sent to your email address. 

• Create a new password and select your new security questions. 

• Sign in with your new user ID and password. 

• Assign individual access to members of your team by calling or emailing Client Relations, if required. 

For your convenience, we’ve provided step-by-step instructions on the sign-in page. A short video tutorial and a step-by-step PDF are also available to guide you through the process. For additional support, you can reach out to our Client Relations team.  

Yes. The AdvisorAccess account inquiry tool has not changed. 

No. We are dedicated to protecting your data. Two-step verification provides an extra layer of security to help keep your account safe from unauthorized users in case your password is ever compromised. 

Yes. You will need to verify your identity every time you sign in. 

Having your email address as your user ID provides us with confidence in ownership of your AdvisorAccess account. 
 
We take our privacy and data security obligations seriously and we are committed to safeguarding your information and that of your clients.   

Contact your dealer head office support. 

Your AdvisorAccess user ID and account belong to you, the advisor, which means you’ll need to set up your new user ID yourself.    
 
However, we’re pleased to share that you can now set up your team members with their own AdvisorAccess sign-in credentials and grant them permission to view accounts under the dealer rep codes that you choose.   
 
Once you’ve successfully set up your new user ID, call our Client Relations team to authorize a new, unique user ID for your assistant(s). 

Please note that it’s your responsibility to advise Mackenzie if an assistant leaves your team and should no longer have access to the accounts under your dealer/rep code.

Contact your dealer head office support. 

The filtering rules of your dealer or email provider may send emails from unrecognized addresses to your Junk/Spam folders. We recommend that you add EMAIL ADDRESS to your Safe Sender list. Contact your dealer head office support if you need assistance with adding email addresses to your Safe Sender list. 

Your user ID must be your email address. If your email address changes, please call Client Relations for assistance. 

Yes. As an advisor with a joint dealer rep code, the first advisor to use AdvisorAccess after November 4 will be taken through the new user ID set-up. This means that the other advisors who are on the joint code will need to call Client Relations to set up their new user ID.    

The other advisor won’t have access to your individual codes. They’ll only see the codes you’ve granted access to.  

Two-step verification (sometimes called multi-factor authentication) adds an extra layer of security to prevent someone else from accessing your account. It allows us to verify your identity in two different ways when you sign into your account — first through your password, then through the verification code you’ll receive by email.

We take our privacy and data security obligations seriously and we are committed to safeguarding your information. Associating your AdvisorAccess account and two-step verification to your email address is one way that we can ensure that only authorized persons are accessing account information. For this reason, cell phones are not eligible for two-step verification for AdvisorAccess. 

No. We are dedicated to protecting your data. Two-step verification provides an extra layer of security to help keep your account safe from unauthorized users in case your password is ever compromised. 

It may take up to five minutes to receive the two-step verification email.  If you haven’t received it within five minutes, check your Junk/Spam folders.   

We recommend that you add noreply@mackenzieinvestments.com to your Safe Sender list.  You should contact your dealer head office support if you need assistance with adding email addresses to your Safe Sender list.  

If you haven’t received an email within the allotted time, you can request a new verification code by clicking the resend button. You’ll have five attempts to complete this step before your account is locked. If this occurs, please call our Client Relations team.  

Yes. You will need to verify your identity every time you sign in.  

You’ll be able to view your Mackenzie Investments accounts immediately after you successfully complete your registration.

Your user ID is your email address. If you forget your user ID, contact Client Relations.  

With Mackenzie’s AdvisorAccess you have access to:

• Account balances and current market values.
• Complete transaction histories.
• Asset mix.
• Details on PACs, SWPs, and RRIF/LIF/LRIF payments.
• Tax receipt information — with the ability to order duplicate tax receipts.
• Capital gains and distribution information.
• Assets under administration and service fee information.
• Client statements and trade confirmations.
• Customized and downloadable reports.
• View 10% free redemption amounts, estimate DSC fees, and track matured units.

Please note that if you grant access to assistants or team members, they’ll also be able to view this information.

Contact Client Relations Monday to Friday 8:30 a.m. to 6 p.m. (ET). You’ll need to provide your email address and your dealer rep code(s). 

You will receive an email stating that your AdvisorAccess registration has been completed. Once completed, you’ll be able to view your client accounts.

You can sign in by clicking on the Sign-in menu option on Mackenzieinvestments.com. Select AdvisorAccess from the drop-down menu and sign in with your user ID (email) and password. 

If you forget your password, we will use your confidential information (question and answer) to verify your identity and immediately restore your access. 

Restricting the use of public domain email addresses provides stronger security.

We take our privacy and data security obligations seriously and we are committed to safeguarding your information and that of your clients.         

Yes. We have introduced two-step verification for enhanced security. Each time you sign in you’ll be asked to enter a six-digit code that we email you.

You can reset your own password by clicking on the ‘Forgot Password’ link on the AdvisorAccess sign-in page. You can enter your user ID to receive an email with a verification code.  Once you’ve entered the verification code, you’ll then be able to reset your password.

You can also contact Client Relations for assistance.

Notify Mackenzie Investments immediately if your user ID or password has been disclosed to another person, or if you become aware of any known or suspected security breach, including the use of your user ID or password by another person to gain access to this website. 

 Your user ID belongs to you (advisor). Please call or email Client Relations if you wish to set up members of your team (i.e., assistants, joint owners).

Account information is updated based on the last business day’s closing. 

AdvisorAccess is available 24 hours a day, seven days a week. Occasionally limited outages may occur due to system maintenance, or other reasons beyond our control. 

Call our Client Relations team for assistance. 

Encryption is the process by which information sent over the internet is encoded so that it cannot be read without being decoded.  

Most browsers are supported. 

Call our Client Relations team for immediate assistance. 

Cache has been designed to improve performance and reduce network traffic. When you view a web page, it’s stored in both your browser’s memory cache and your computer’s disk cache.  
 
Your browser relies on its memory cache when you use the browser “Back” button. Rather than going to the network to retrieve the page, the page is retrieved from the browser memory cache. After you sign out of AdvisorAccess, your account information cannot be viewed. However, information may be viewed using the browser “Back” button. To protect the confidential nature of your personal information, we highly recommend that you clear your browser’s memory cache or close your browser (which will also clear the browser memory cache) after your session.  
 
You should also be aware that by retrieving a page from cache, you might be provided with stale information. 

In most cases the “Tools” menu option of your internet browser will allow you to clear your cache or browsing history. Further information is available in your browser’s Help file. 

AdvisorAccess will time-out after 30 minutes of inactivity.