Mackenzie Institute is the post login section of the Mackenzie Investments website. It includes fund analysis, practice management resources, manager commentary, sales team information and marketing materials for financial industry professionals. Mackenzie Institute is accessible using an Email ID and password.
Financial Advisors, Associate Financial Advisors, Sales Assistants, Fund Analysts and Financial Industry professional can register for access to Mackenzie Institute.
There are two methods of registration:
Financial Advisors, Associate Financial Advisors, Sales Assistants, Fund Analyst who have an existing relationship with Mackenzie Investments will be automatically registered. These individuals will receive an email from Mackenzie Investments with a link to activate their profile. The activation email is valid for 14 days.
All financial industry professionals may register themselves following the registration steps on the Mackenzie Investments site.
Logging into Mackenzie Institute, provides you with additional functionality including:
myMackenzie drawer: Personalized to your business with Mackenzie Investments. This includes:
Access to Precision: Use this tool to research and compare Canadian mutual funds and ETFs and build portfolios for your clients.
Once you have activated your registration, you will login using your Email ID and a password of your choosing. Using your email as your login id simplifies accessing Mackenzie Institute.
You can log in to the Mackenzie Institute section of the site in a few locations:
You can reset your password by using the "Forgot Password" functionality of the site.
When you see a lock, it means you need to login to the site to view the content.
No. The information in the Mackenzie Institute section is for financial industry professionals only.
AdvisorAccess login allows access to an advisor's clients' Mackenzie Investments holdings information, and is based on dealer and rep code. This login does not change. Mackenzie Institute provides advisors with access to advisor-appropriate fund analysis, practice management resources, manager commentary, sales team info, etc. Mackenzie Institute is accessible using an Email ID and password.
Our Client Relations team will provide support to all users. They can be contacted at: