InvestorAccess

Mackenzie Investments brings you a secure and convenient way to gain access to your personal account information in just a few clicks, no matter where you are.

As a registered user of AccountAccess, you'll have access to a wide range of information – in a secure environment – any time you choose.

Enjoy all the benefits of AccountAccess

  • View the value of your investments and transaction history.
  • Review your Mackenzie Investments account statements.
  • Verify your personal records for accuracy to ensure efficient and accurate mailings and tax reporting.
  • Access details of systematic purchases and withdrawals.
  • View tax receipt information, capital gains and distributions.
  • View 10% free redemption amounts, estimate DSC fees, and track matured units.

For more information, please refer to the frequently asked questions or contact our Client Relations team at 1‑800‑387‑0614.

It only takes a few minutes and will allow you to take part in your financial planning.


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  • InvestorAccess FAQs

    Top Five FAQs

    • If you forget your User ID, enter your email address in the "Forgot your ID?" section on the Login page and click the "Submit" button. If your email address matches the one provided during registration, you will then be asked to answer your personal security question. If you answer the security question correctly, your User ID will be displayed.

      If you forget your password, enter your User ID in the "Forgot your password?" section on the Login page and click the "Submit" button. You will then be asked to answer your personal security question. If your answer matches the answer you provided during registration, you will be permitted to choose a new password. If you forgot the answer to your personal security question contact our Client Relations team, Monday to Friday from 8am to 8pm (ET) at 1-800-387-0614.

    • You will need your AccountAccess User ID which is located on your Mackenzie Investments account statement or a recent transaction confirmation along with your account number. You will then be required to provide us with some personal information that will be matched to your profile for secure access.

    • You will be able to view your Mackenzie Investments accounts immediately after you have successfully completed your registration.

    • AccountAccess includes the following services:  

      • View your investments, current market values and transaction histories
      • Verify your personal records for accuracy to ensure efficient and accurate mailings and tax reporting.
      • View details on systematic purchases, withdrawals and Registered Retirement Savings Plan (RRSP) payroll contributions
      • Access tax information including tax receipts, capital gains and distributions
      • View your Mackenzie Investments account statements
      • View 10% free redemption amounts, estimate DSC fees, and track matured units
      • And more

    • Mackenzie Investments uses Secure Socket Layer (SSL) technology to encrypt and protect your personal information.

     

    Registration and Login FAQs

    • If you have a Mackenzie Investments account, go to mackenzieinvestments.com, in the "Investor Education menu", select the "Register for InvestorAccess" button. You will need your Registration ID and your Mackenzie Investments account number. With this information you can request your Registration PIN which will be mailed to you on the next business day. Once you have both your Registration ID and Registration PIN you can complete the registration process. You will be required to provide us with some personal information that will be matched to your profile for secure access. If the information provided is correct, you will be able to access your Mackenzie Investments account(s).

      If you require assistance contact our Client Relations team, Monday to Friday from 8am to 8pm (ET) at 1-800-387-0614.

    • Your Registration ID can be found on your Mackenzie Investments Statement or transaction confirmation. Alternatively, please contact our Client Relations team, Monday to Friday from 8am to 8pm (ET) at 1- 800-387-0614.

    • Your Registration PIN is only available by mail for your own security. To protect the security of your account information, only you know your Registration PIN. It will be mailed to you on the very next business day. As soon as you receive it you can complete the registration process and login to access your account information securely online.

    • If you've tried to enter your Registration ID and account number a few times and you keep getting this message, it may be caused by one of the following situations:

      • The Registration ID entered does not exist. Please double-check the Registration ID found on your statement or confirmation and try again.
      • You have already registered your ID. Please proceed to the login page.
      • Your ID is inactive. Please contact Client Relations for assistance.
      • The ID entered is not an AccountAccess ID. If you are an Advisor, please register for AdvisorAccess.
      • The account entered is invalid. Please double-check the account number found on your statement or confirmation and try again.
      • The account you entered is inactive. If you have another Mackenzie Investments account, try using that account number instead.
      • The account entered is not associated with your ID. If you have another Mackenzie Investments account, try using that account number instead.
      • The address on the account entered is inactive. Contact Client Relations to provide us with your correct address and to order your Registration PIN.

      If the problem persists, you can contact our Client Relations team for assistance, Monday to Friday from 8am to 8pm (ET) at 1-800-387-0614.

    • If you've tried to enter your Registration ID and Registration PIN a few times and you keep getting this message, it may be caused by one of the following situations:

      • The Registration PIN entered has expired. Please check the PIN expiry date on your PIN letter. If it has indeed expired, please go back to Step 1 of the registration process to request a new PIN.
      • The Registration PIN entered does not match your Registration ID. Please double-check the Registration ID found on your statement or confirmation and your Registration PIN and try again.
      • The Registration ID entered does not exist. Please double-check the Registration ID found on your statement or confirmation and try again.
      • You have already registered your ID. Please proceed to the login page.
      • Your ID is inactive. Please contact Client Relations for assistance.
      • The ID entered is not an AccountAccess ID. If you are an Advisor, please register for AdvisorAccess.

      If the problem persists, you can contact our Client Relations team for assistance, Monday to Friday from 8am to 8pm ET at 1-800-387-0614.

    • To login, click the "Login" link under AccountAccess on the homepage and enter your User ID and password.

    • You will be able to view your Mackenzie Investments accounts immediately after you have successfully completed your registration.

    • You cannot change your User ID but you can update your password. Your password can be changed any time after you have registered by selecting the "Update My Profile" option. This option will allow you to update your personal information. Mandatory information is marked with an asterisk (*).

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

    • When you login using your User ID and password, check the "Remember My ID" box and your browser will automatically populate your User ID information each time you login so that you will only have to enter your password.

      Important: Record your AccountAccess User ID and password for future reference.

    • AccountAccess is based on the "Primary" SIN for each account. For security measures, there will only be one User ID and password for each account whether the account is individual or joint. Also, you will only have access to accounts for which your SIN is identified as the "Primary" SIN.

     

    AccountAccess Support

    • Your account information is updated on a daily basis.

    • For Mackenzie Investments account inquiries, please contact our Client Relations team, Monday to Friday from 8am to 8pm (ET) at mmwqa@mackenzieinvestments.com or 1-800-387-0614.

      Mackenzie Investments recommends that investors contact their independent financial advisor for account updates or inquiries relating to their accounts.

    • Yes. If you have registered for AccountAccess, login and select the "My Documents" option from the navigation bar. Documents are available as PDFs.

    • Statements are posted online approximately 15 days after the end of each statement period.

    • A joint account will only have one User ID and password for security reasons. When you register, you must register the primary account holder and they will be able to access the account online. If you are the "secondary" account holder for a specific account, you will not be able to view the account.

    • Investor Access is available 24hrs a day, 7 days a week. Occasionally limited outages may occur due to system maintenance or other reasons beyond our control.

     

    My Documents

    • The My Documents page lists all of the following account documents: Statements, Trade Confirms, Tax Receipts and Communications for Mackenzie Investments accounts that you are authorized to access.

    • The Communication documents available are:

      • Communications – lists recent corporate communications and marketing materials.
      • Statement – lists Client Statements for the selected Issue Year.
      • Tax – lists tax related documents (ie T3s, contribution receipts) for selected Issue Year.
      • Trade Confirmation – Transaction confirmations for selected Issue Year.

    • Your Account Statements, Tax Receipts and Trade Confirms will be available for seven years from the issue date.

    • Documents may have the following 'Status' assigned to them.

      • Amended – A document that has been posted to My Documents and has been modified due to an adjustment or change to financial numbers and/or account specific errors to the document.
      • Cancelled – A document that has been defined as invalid due to incorrect information.
      • Duplicated – A copy of the original document.
      • Original – The first version of the document.
      • Renewed – A document that was issued in a previous year and is still relevant to the current year.
      • Revised – A document that has been published to My Documents and has been modified due to major changes to content of the document.

    • A document will be labelled as "new" if it was recently posted on the site. The "new" label will appear for five business days.

    • The Tax Year represents the tax year in which the tax document should be allocated to for tax reporting purposes.

    • To filter the list of documents, select one option or a combination of options from the following filter menus: 'Date Issued', 'Account', 'Document Type', Tax Year', or 'Status'. Click 'Submit' to display a list of documents related to the filter or filters selected.

      Click 'Reset Filter' to display a list of documents for the current calendar year and default account(s).

    • Click an 'Issue Year' link to display a list of documents issued in that year. Documents for the current calendar year will always be listed as the default.

    • Select an option from 'List Results' to specify the number of results (rows) listed per page. The default lists 20 results (rows) per page.

    • From the list of documents click a 'Date Issued' link to view the Document.

    • For Adobe Acrobat, select the document you want to download by clicking the document link. Click the 'Save' icon and select where you want the document downloaded.

    • Yes. Select the printer icon to print your account document.

    • Yes. The PDF tax files are duplicates of the original tax form issued.

     

    Technical Support

    • Encryption is the process by which information sent over the Internet is encoded so that it cannot be read without being decoded. Most secure Web browsers contain encryption software.

    • This website has been optimized to work with Internet Explorer.

    • Your User ID is linked to a password, therefore, no one can login without your password. If you suspect that someone knows your password, you can change it online by clicking on "My Profile".

    • Cache has been designed to improve performance and reduce network traffic. When you view a web page, it is 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 logout 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” Menue option of your internet browser will allow you to clear your cache or browsing history, however further information is available in your browser’s help file.

  • Conditions of Use

    Terms of access

    Access to and use of the web-based account inquiry service ("AccountAccess") for Mackenzie Investments constitutes your acceptance of and compliance with the Conditions of Use set out herein. Please take the time to review these conditions. If you do not accept them, please discontinue use of AccountAccess. Mackenzie Investments may change the Conditions of Use at any time without notice by updating this posting. You agree to review the Conditions of Use regularly and your continued access or use of AccountAccess will mean that you agree to any changes.

    “Mackenzie Investments” or “Mackenzie Group of Companies” includes Mackenzie Financial Corporation. Mackenzie is affiliated with Investors Group Inc. and The Great-West Life Assurance Company.

    Web-based account inquiry services

    Mackenzie Investments provides AccountAccess to give you online access to your account balances, investment holdings, transactions and tax information. It also gives you "view-only" access to your account statements and transaction confirmations if applicable

    Disclaimer

    AccountAccess is presented on an "as is" basis only; internet software or transmission problems may produce inaccurate or incomplete copies of information and materials that may be accessed and displayed on your computer.

    Mackenzie Investments does not warrant that AccountAccess will be free from error or interruption. Mackenzie Investments is not responsible for any damage of any nature, whether direct, indirect, special, incidental or consequential, in reliance on the information available on AccountAccess, including, without limitation, any loss of use, loss of profit, loss of data, business interruption or any other loss or damage, whatever the form of action, and whether or not Mackenzie Investments has been negligent.

    This service is not intended to provide legal, accounting or tax advice and should not be relied upon in that regard.

    Mackenzie Investments is not responsible for unauthorized use or reproduction of any information contained in AccountAccess.

    Links in AccountAccess to other sites or references to products, services or publications other than those of Mackenzie Investments or their affiliates should not be construed as an endorsement or approval of such sites, products, services or publications by Mackenzie Investments or their affiliates.

    “Mackenzie Investments” or “Mackenzie Group of Companies” includes Mackenzie Financial Corporation. Mackenzie Investments is affiliated with Investors Group Inc. and The Great-West Life Assurance Company.

    Security

    You are solely responsible for maintaining the security of your User ID and password and ensuring that you are the only person using the User ID and password. You agree not to disclose your User ID and password to any other person including any employees of Mackenzie Investments. Mackenzie Investments  is not responsible for the unauthorized use of AccountAccess by any other person with your User ID or password and Mackenzie Investments are under no obligation to confirm the actual identity or authority of anyone using your User ID or password.

    You agree to notify Mackenzie Investments immediately upon becoming aware of any known or suspected unauthorized use of your User ID or password to gain access to AccountAccess, or any breach in security involving your User ID or password.

    Confidentiality

    AccountAccess is a secure service and communications within AccountAccess are encrypted. For more information, please see "How Does Mackenzie Investments Ensure Security of My Personal Information". AccountAccess is not a secure medium for e-mail communications because the email is not encrypted. Any confidential, proprietary or sensitive information which you transmit by means of AccountAccess through e-mail may be read and forwarded or copied by unauthorized persons.

    Privacy protection and consent to use personal information

    Mackenzie Investments are committed to protecting the privacy of all client personal information that we collect and maintain in the course of carrying on our business whether over the internet or in more traditional ways. We have a Privacy Protection Notice to inform you of the ways we collect, hold, use and disclose personal information. For more information regarding Mackenzie Investments' Privacy Protection Notice, please see "Privacy Policy". When you register to use AccountAccess, you provide us with additional personal information and your access to and use of AccountAccess constitutes your consent to such information being collected, held, used and disclosed by Mackenzie Investments in the ways and for the purpose identified here. When you register to use AccountAccess, you provide us with your

    1. User ID and password;
    2. email address;
    3. personal information which you choose to provide, for example, your mother's maiden name ("Personal Registration Information").

    Mackenzie Investments collects this information, holds it in your client record, use it and, where necessary, disclose it for the following purposes:

    1. to verify your identity as an AccountAccess user;
    2. to record statistical information on your visit to AccountAccess on an anonymous basis and use this information to improve AccountAccess; and
    3. to restore your access to AccountAccess in the event that you have forgotten your User ID or password.

    Mackenzie Investments may collect your information for the purposes identified in this notice from third parties such as your financial advisor/dealer, other companies in the Mackenzie Group of Companies and third parties who represent that they have the right to disclose the information. Mackenzie Investments may disclose your information for the purposes identified in this notice to your financial advisor/dealer, other companies in the Mackenzie Group of Companies but will not sell the information to anyone outside the Mackenzie Group of Companies nor will we use your e-mail address to send you additional product information. The privacy protection notice applies specifically to AccountAccess. Questions regarding this statement should be directed to service@mackenzieinvestments.com

    Cookies

    A cookie is a small file containing certain pieces of information that AccountAccess creates when you use it. There are two common types of cookies, "session cookies" and "persistent cookies". A "session cookie" stores information only for the length of time that you are connected to AccountAccess and is not written onto your hard drive. A "persistent cookie" is written onto your hard drive and remains there until its expiry date. AccountAccess uses session cookies to identify your current session to the web server, and ensure that at all times during your session we are dealing with you. AccountAccess uses persistent cookies to store information that you are aware of, for example, if you choose the option on our log-in screen to remember your User ID, your computer will remember it automatically and input your User ID each time you access the Site.

    Last updated: October 1, 2014