AdvisorAccess

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Key features of AdvisorAccess

  • Instant access to your clients’ account information.
  • View and download client documents such as tax slips, statements and trade confirms.
  • Generate customized or standard reports.
     

 

Register in three simple steps

  1. Contact our Client Relations team at 1-800-387-0614. We will set your account up in our system and email you a link to complete your registration.
  2. After clicking the link to register, enter your dealer rep code to confirm your identity.
  3. Set up your password and security questions to complete.

Download a step-by-step guide

Frequently asked questions

     

    What’s changing and why?


    We’re introducing a streamlined single sign-in experience, so you’ll no longer need to manage separate credentials for your Mackenzie Account and AdvisorAccess. To enable the single sign-in experience, your Mackenzie Account has been retired. Our new landing page gives you easy access to key tools and platforms—including AdvisorAccess (for authorized users only), Precision Analytics, CE Centre, secured content, and more—all in one location. 

  • What is single sign-in?

    Single sign-in allows you to access multiple platforms using just one set of credentials. With this update, you’ll no longer need to manage separate user IDs for your Mackenzie Account and AdvisorAccess.

    • If you already have AdvisorAccess credentials, you can continue using them to sign in. You do not need to re-register.
    • If you only have a Mackenzie Account user ID, you may have received a registration link in your email to set up your new credentials. If you have not received an email, please reach out to your Sales team or our Client Relations team to set up your new sign-in credentials.
  • I had access to Mackenzie Account. Do I need to re-register?
    • If you already have AdvisorAccess credentials, you can continue using them to sign in and have access to key tools and platforms—including AdvisorAccess, Precision Analytics, CE Centre, secured content, and more.
    • If you only have Mackenzie Account credentials, you may have received a registration link in your email to set up your new credentials. If you haven’t received an email, please reach out to your Sales team or our Client Relations team to set up your new sign-in credentials. Your Mackenzie Account credentials have been retired and can no longer be used.
  • I used to have Mackenzie Account sign-in credentials, but I can no longer sign in. What should I do?

    Your Mackenzie Account credentials have been retired and can no longer be used. Please reach out to your Sales team or our Client Relations team to set up your new sign-in credentials. 

  • I used to have AdvisorAccess sign-in credentials. Do I need to re-register?

    No, you do not need to reregister; you can continue using your AdvisorAccess credentials to sign in.

  • Why does the sign-in page look different?

    We’ve combined multiple sign-in pages into a single, unified experience. From now on, this is where you’ll sign in to access AdvisorAccess, Precision Analytics, CE Centre, and other tools—all from one location.

  • I used to be able to access AdvisorAccess after signing in. Where can I find it now?

    We’ve streamlined multiple sign-in pages into a single, unified experience. The new landing page provides easy access to key tools and platforms—including AdvisorAccess, Precision Analytics, CE Centre, and more—all in one convenient location.

    To access AdvisorAccess, click the button located in the top-right box on the landing page. 

  • What is two-step verification?

    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.

  • Can I use my cell phone instead of my email for the two-step verification process?

    When registering for AdvisorAccess for the first time, you can only choose email as your verification method. However, once registered, you can update your preference in My Settings > Two-step Verification.

  • Can I opt out of two-step verification?

    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. 

  • I didn’t receive the email with my verification code, what should I do?

    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.  

  • Will I need to verify my identity every time I sign in?

    If you select the “Trust my device” checkbox when you sign in, you’ll only need to enter a verification code once every 30 days. Some things to keep in mind about the trusted device feature:

    · You can trust up to three devices

    · You need to be using the same browser on your trusted device

  • Why did it go to my junk/spam folder? Is it legitimate?

    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. 

Conditions of use

Terms of access

Access to and use of the secure website (the "Secure Site"), including the web-based account inquiry service (“AdvisorAccess”) 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 the Secure Site. 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 the Secure Site will mean that you agree to any changes.

Web-based account inquiry services

Mackenzie Investments provides AdvisorAccess through the Secure Site to give you online access to your clients’ account balances, investment holdings, transactions and tax information. It also gives you "view-only" access to your account statements previously mailed to you. 

Disclaimer

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

Mackenzie Investments does not warrant that the Secure Site 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 onthe Secure Site, 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 the Secure Site. 

Links in the Secure Site to other websites 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 websites, 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 IGWM Inc. and Canada Life.

Trademarks and Copyrights 

Certain names, words, titles, phrases, logos, icons, graphics or designs or other content in the pages of this Site may constitute trade names, registered or unregistered trademarks or service marks (collectively, the "trademarks") of Mackenzie Investments and its affiliates or of third parties and are used under licence by Mackenzie Investments and its affiliates. However, the display of the trademarks on the Secure Site does not imply that a licence has been granted to any third party. All goodwill generated from the use of the trademarks on any website will endure to the benefit of Mackenzie Investments. 

All information on the Secure Site is protected under the copyright laws of Canada and other countries. The information is for your personal, educational and non-commercial use only and may be used and reproduced provided that it is not modified and that you maintain all copyright and other notices contained in the Secure Site. The contents of the Secure Site may not be otherwise used, copied, redistributed, reproduced, republished, stored in any medium, retransmitted, modified or broadcasted, in any form. 

Nothing in this document shall be construed as conferring any right or licence under any copyright of Mackenzie Investments or any other person who owns the copyright in the content provided on the Secure Site. 

Mackenzie Investments disclaims any and all liability that may result from any unauthorized reproduction or use of the information from the Secure Site. 

Any unauthorized downloading, retransmission, or other copying or modification of trademarks and/or the contents of the Secure Site may be a violation of any federal or other law that may apply to trademarks and/or copyrights and could subject the violator to legal action. 

Use of Intellectual Property Rights 

Mackenzie Investments either owns the intellectual property rights in the underlying HTML, text images, audio clips, video clips, software and other content that is made available to you on the Secure Site or has obtained the permission of the owner of the intellectual property in such content to use the content on the Secure Site. 

Mackenzie Investments grants you a non-exclusive, personal, non-transferable, non-sublicensable, limited and revocable right to display on your computer, print, download and use the underlying HTML, text, images, audio clips, video clips, software and other content that is made available to you on the Secure Site for your personal, educational and non-commercial use only, provided that you do not modify any such content and you include with and display on each copy of such content the associated copyright notice and this intellectual property notice. No other use is permitted. 

You may not publicly perform, publicly display, transmit, publish, participate in the sale or transfer of, modify, or create derivative works based on anything available through the website, in whole or in part. You are prohibited from storing electronically any significant portion of any part of the Secure Site. No reverse engineering, linking, framing, or modification of any part of the Secure Site is allowed without our written approval. Any modification or unauthorized use is a violation of the intellectual property rights and other proprietary rights of Mackenzie Investments.

Security

User IDs and passwords

You are solely responsible for maintaining the security and confidentiality of your user ID and password. Mackenzie Investments shall treat, and shall be entitled to treat, any person who uses your user ID and password as you. You agree to not disclose or provide your user ID or password to any other person including assistants, with the exception of an authorized representative of the Mackenzie Investments Client Relations Team who may ask for your user ID in order to resolve an issue. Mackenzie Investments will never reach out to you for this information, we will only request this information if you initiate contact with an authorized representative of the Mackenzie Investments Client Relations Team, or to permit any other person to gain access to this website utilizing your user ID or password. 

User IDs and passwords are created by you during the registration process. You should ensure that your password does not contain or refer to any word that may easily identify you (including name, address, telephone number, birth date of you or a family member). We may refuse user IDs or passwords which we find unacceptable or objectionable for any reason. 

You agree to notify Mackenzie Investments immediately if your user ID or password has been disclosed to or learned by 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.

Two-step verification

Mackenzie Investments uses two-step verification as an additional layer of security. Two-step verification requires you to enter both your password and a different code each time you sign in to the Secure Site. The code will be sent to you by email.  Never share the code with anyone. Mackenzie Investments will never ask you for this code by telephone, text or email. 

Privacy protection and consent to use personal information

Mackenzie Investments is committed to protecting the privacy and security of all personal information that we collect, use and maintain in the course of carrying on our business in accordance with our privacy practices. We have a Privacy Notice to inform you of the ways we collect, hold, use and disclose personal information. For more information, please see Mackenzie Investments' Privacy Notice. When you register to use the Secure Site, you provide us with additional personal information and your access to and use of the Secure Site 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 the Secure Site, you provide us with your:

  • email address and password;
  • personal information which you choose to provide, for example, the name of the city where your mother was born ("Personal Registration Information"). 

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

  • To verify your identity; 
  • To restore your access in the event that you have forgotten your user ID or password; and 
  • To investigate violations of the Terms of use, fraudulent or illegal acts, similar matters and/or abuses of this website. 

Cookies

When you sign into the website, it installs temporary cookies on your computer while you are logged onto the website. Please visit www.mackenzieinvestments.com if you require additional information about our website cookie policy. By registering to use this website, and/or by making any use of this website and/or any of the pages or information made available on this website you expressly acknowledge and agree that we use cookies, including for purposes such as:

  • collecting and compile information like the number of visitors to our websites, where the visitors to our websites came from and the pages they visit on our websites; 
  • delivering advertisements that are relevant to you and your interests and measuring the effectiveness of our advertising campaigns in order to provide you with personalized service; and 
  • collecting your internet protocol address or other similar device identifier on the date you visit our websites (without collecting your name or other similar identifying information) so as to allow the website to recognize your computer or other similar device. 

Mackenzie Investments is not aware of, nor responsible for, the cookie practices of any Third Party websites.

Limitation of Liability

You assume full responsibility for risk of loss of any nature whatsoever resulting from your use the Secure Site. Mackenzie and its affiliates, and their respective directors, officers, employees and agents shall not be liable for any loss, damage or injury related to, or connected with the Secure Site suffered by the user whether direct, indirect, special or consequential, including without limitation, any claims, whether or not foreseeable, based in contract (including fundamental breach), tort (including negligence), strict liability or any other legal or equitable theory. 

Indemnity by User

The user shall indemnify and save harmless Mackenzie and its affiliates, and their respective directors, officers, employees and agents from all claims, demands, proceedings, losses, damages, liabilities, deficiencies, costs and expenses (including, without limitation, all legal and other professional fees and disbursements, interest, penalties and amounts paid in settlement) arising directly or indirectly as a consequence of such matter, suffered or incurred by such parties as a result of, arising directly or indirectly out of, or in connection with: 

  • the content, use or reliance of any party upon the Secure Site 
  • the unauthorized use or disclosure of any User IDs or passwords for use in relation to the Secure Site 
  • the unauthorized use or disclosure of any confidential information by you, your dealer firm and its employees, contractors, or agents 
  • any breach of this agreement by you, your dealer firm and its employees, contractors, or agents 
  • any inaccuracy of any representation, warranty or covenant made by you, your dealer firm and its employees, contractors or agents contained in this document 
  • the infringement of any intellectual property or other proprietary right of any third party caused by any information, documentation or other material provided by you, your dealer firm and its employees, contractors, or agents to Mackenzie Investments in connection with the Secure Site 
  • the operations of your dealer firm and its affiliates 

Performance Data Disclaimer

  • The user shall use the Secure Site only for the purpose of facilitating its business activities and not for any unlawful or deceptive purposes. While Mackenzie Investments has used its best efforts to ensure that all readable and printable pages containing performance data of mutual funds contain the warning language prescribed by National Instrument 81-102 - Mutual Funds, and that such pages containing performance data of segregated funds contain the warning language required by applicable laws, regulations and guidelines, Mackenzie does not represent or warrant that these warnings are contained in all places prescribed by National Instrument 81-102 and/or other applicable regulatory requirements. To the extent that any performance data is obtained by you from the Secure Site and given to an investor or potential investor, it is your sole and absolute responsibility to ensure that all necessary warnings are included and that the communication with the investor or potential investor complies with applicable regulatory requirements.

Data/Traffic Analysis 

Mackenzie Investments may collect information regarding your use of you’re the Secure Site, including but not limited to the times of logging onto and off of the Secure Site, which pages on within the Secure Site you choose to access and the links on accessed through the Secure Site which are used, portfolios and comparisons built using the Precision Analytics. This information may be used to offer you products and services that meet your specific needs and to improve our ability to deliver tailored information that is relevant to you.  It may also be used for managing and developing content for the Secure Site, helping to resolve problems and analyzing use of the Secure Site. The Email ID and Password you enter, and the IP address of your computer, are also required by Mackenzie Investments and used for enforcing the security features of the Secure Site and the provisions of these Conditions of Use, and for the detection of fraud, abuse of the Secure Site and attempts to circumvent the security features of the Secure Site, and of any attempts to do the foregoing. Such information will not be provided to any person other than the affiliates and services providers of Mackenzie Investments engaged in the support and maintenance of the Secure Site, and to law enforcement authorities as required. 

Use of Third Parties 

We may use third party providers to help analyze the information that we collect through the Secure Site about the activity of users. Third party providers will not have access to your name or other identifying information except as specified herein. 

 

Mackenzie Investments Institute offers professional development and learning presentations to advisors, for which advisors will be eligible to earn continuing education ("CE") credits. Mackenzie Investments Institute uses third party content providers and therefore certain limited personal information (name, business address, business phone number, advisor number and dealer number) may be shared with our content providers in order for that content provider to issue a CE credit. 

Last updated: December 5, 2025.