One-stop online service
AdvisorAccess is your one-stop online 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. With just a few clicks you can:
- View account balances, current market values and asset mix.
- View 10% free redemption amounts, estimate DSC fees, and track matured units.
- View transaction histories from inception.
- 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 more than 30 customizable tools that help illustrate basic and advanced financial planning strategies, and provides client management and report capabilities.
- Track assets under administration and service fee information.
- View details on PACs, SWPs, and RRIF/LIF/LRIF payments.
- View capital gains and distribution information.
At Mackenzie Investments, we are committed to providing you with a secure and protected environment for accessing your clients' account information. Your AdvisorAccess User ID and password are unique to you and should not be shared with anyone.
AdvisorAccess makes use of an internet security method that acts to encrypt or scramble the information that passes between your computer and our system. This prevents others from being able to read or tamper with the information.