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Envoy online account access

Envoy is an easy-to-use online tool that allows you to review your investment portfolio from the convenience of your computer at home, or wherever you may be traveling. Envoy boasts significant enhancements over other online account viewing platforms. It gives you a better understanding of the composition and performance of your investments, and it facilitates effective communication between you and your Investment Advisor, as it provides both of you with exactly the same portfolio details.


Capabilities

With Envoy, you can:

  • Access investment portfolio information whenever you want, 24/7
  • Stay informed with current news and market information
  • Gain investment insights through access to Macquarie’s award-winning global research
  • Generate investment portfolio reports for printing or later use
  • Retrieve historical trade confirmations and account statements
  • Customize your usernames, passwords and account nicknames for easier recall
  • Add other financial items to build a complete financial snapshot — including bank accounts, investment accounts, retirement plans, insurance policies, real estate properties, credit lines, and mortgages
  • Keep your information safe through enhanced Internet security


Accessing Envoy

Step 1: Ask your Investment Advisor for a username and password.
Step 2: Go to http://envoy.macquarieprivatewealth.ca
Step 3: Log in using your issued username and password.
Step 4: Change your username and password to something easier to remember.

Should you forget your username or password, contact your Investment Advisor to have them reset instantly.

We are committed to Envoy’s continuous improvement and welcome your feedback on its value and functionality. Please let your Investment Advisor know if there are any ways that Envoy could serve you better.


© 2010 Macquarie Private Wealth Inc.

No entity within the Macquarie Group of Companies is registered as a bank or an authorized foreign bank in Canada under the Bank Act, S.C. 1991, c. 46 and no entity within the Macquarie Group of Companies is regulated in Canada as a financial institution, bank holding company or an insurance holding company. Macquarie Bank Limited ABN 46 008 583 542 (MBL) is a company incorporated in Australia and authorized under the Banking Act 1959 (Australia) to conduct banking business in Australia. MBL is not authorized to conduct business in Canada. No entity within the Macquarie Group of Companies other than MBL is an authorized deposit-taking institution for the purposes of the Banking Act 1959 (Australia), and their obligations do not represent deposits or other liabilities of MBL. MBL does not guarantee or otherwise provide assurance in respect of the obligations of any other Macquarie Group company. Macquarie Private Wealth Inc. is a member of Canadian Investor Protection Fund and IIROC.