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AdvisorAccess is your one-stop Internet service designed specifically to meet the needs of financial advisors. It is your gateway to up-to-date account information, reporting, business building and planning tools, marketing materials and much more!

There are two logins - a "secure" login that allows you to access your clients' account information using a unique User ID and password AND a login for Marketing and Sales Support Only using your dealer / advisor code.

 
AdvisorAccess - User ID and Password Access
AdvisorAccess is your "secure" gateway to up-to-date account information, reporting, and much more! With just a few clicks you can:
 
Mackenzie Features
  • View account balances, current market values and asset mix.
  • View 10% free redemption amounts, estimate DSC fees, and track matured units.
  • View up to 5 years of transaction histories.
  • View, print, or order duplicate RRSP contribution receipts, T3s, T5s, and other tax documents - immediately, online.
  • View and print client statements.
  • Access InfoMack Online with 32 customizable tools that help illustrate basic and advanced financial planning strategies , and provides client management and report capabilities.
  • Use the Symmetry Portfolio Builder to combine the best of strategic allocation with your active advice to produce an optimal investment solution for your clients.
  • Track assets under administration and service fee information.
  • View details on PACs, SWPs, and RRIF/LIF/LRIF payments.
  • View capital gains and distribution information.
 
AdvisorAccess - Dealer / Advisor Number Access

Part of AdvisorAccess is available to you without a User ID and password. Simply click on "Login for Marketing and Sales Support Only" and enter your dealer / advisor code to access marketing and sales support materials and information. You have access to:

Products and Services
Everything you need to know about our investment funds, deposit and lending products and our services.

Investment Funds – Mackenzie offers more than 100 mutual funds in every asset class, plus industry-leading strategic asset allocation products and a complete line of segregated funds. Fund information includes prices, performance and detailed profiles.

Lending Products – Information about Mackenzie Lending Products including investment loans for mutual funds and segregated funds and RRSP loans.

Services - Information about our services including GroupPartners and the Mackenzie Private Client Program.

Sales Support
Everything you need to work with your clients in building their financial independence, including:

Marketing Materials Library – Hundreds of resources you can use with your clients, with an easily searchable index. Includes brochures, application forms, PowerPoint presentations, co-op ads and more covering all Mackenzie products and services.

Mackenzie Express – Download our monthly updates on the most popular Mackenzie funds.

Mackenzie Professional – Delivering original analysis and commentary to advisors. View the current issue, exclusive web-only pieces or access our archive of past issues.

Events Calendar – Details on upcoming Mackenzie road shows, conferences and other events.

Multimedia Centre – Our library of video recordings and slide shows from previous presentations by fund managers and others on the Mackenzie team. Now these services are available to you without a password.

Business Building Tools
Mackenzie is committed to you building your business with your clients and provide a suite of resources to help you do this.

Calculators – The best of InfoMack is on the web located under Planning Tools. Use our online financial calculators with your clients, or even add them to your own web site. Our tools include RRSP illustrators, RRSP loan calculators, and PAC and SWP calculators you can run on your own web site or e-mail to clients to generate leads.

Guides – Our Planning Tools section also consists of valuable guides including, Your Time of Life - RRSP, Your Time of Life - RESP, Your Estate Plan and Your Tax Guide.

Mackenzie University
Five-time winner at the Canadian Investment Awards, visit here for details on upcoming Mackenzie University cross-country tours.