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Investor accounts
Mutual Fund Account, Segregated Fund Contract details
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Access to your client information, secure messaging with Manulife, submit new business online, access compensation statements, view your recent transactions and top accounts.
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Digital solutions for guaranteed investment products
Get the support you need when you need it. Our digital solutions are designed to make life easier for you. Whether you’re an investor or advisor, we want you to get the information you need quickly and easily.
Investor solutions
Manulife Investment Management clients who hold segregated fund contracts or mutual fund accounts can access their account information through a single, secure, digital login.
Get account details like market value, holdings and transaction history. Access electronic statements. Sign up or sign in to Manulife Online Access.
Access transaction confirmations 48 hours after trade. Sign in and adjust your document preferences to receive transaction confirmations online
Find the investment information you need online when you want it
You’ll be notified by email each time a new document is posted. Having trouble signing up or signing in? For registration and technical support, call our online support team:
1-833-363-0699
Monday to Friday, 8 am to 6 pm (ET)
Advisor solutions
Our digital solutions are designed to help streamline your business, so you have more time to focus on meeting your clients’ needs and growing your business.
What’s new?
New updates to Online Transactions
E-signature now available for segregated fund and GIC contracts
Fund facts get a digital makeover
Online Transactions virtual training sessions available
Business process
Online Transactions for segregated fund and GIC contracts
Online Transactions is the easiest and fastest way to process your segregated fund and GIC business.*
Online reporting for your segregated fund book of business
My Segregated Fund Book is the simplest way to access your Manulife segregated fund data in a streamlined, intuitive environment.
Doing business during COVID-19
We’re continuously looking for ways to adapt our processes and make it easier to do business with us. Access a summary of updates/improvements to support your segregated fund, GIC, and mutual fund business.
*Is going digital for you?
Based on how you’re contracted, you may not be able to send documents to Manulife through Online Transactions. If you can’t use this functionality, there are still steps you can take:
- MGA or National Account Channel advisors — contact your back office
- MGA or National Account Channel back office — contact your relationship consultant
- Manulife Securities advisors who sell segregated funds through Manulife Securities Insurance Inc. (MSII) — contact the Manulife Investment Management Customer Service Centre.
Even without access to send documents electronically, using Online Transactions is still a best practice to help make sure your forms are up to date and pre-filled accurately, and to save you time entering client and contract information.
Training and additional tools
Investments training centre
Access convenient self-serve training modules to support you and your practice with Manulife Investment Management’s core investment applications.
Online tools
Tools and calculators at your fingertips, 24/7
Market volatility digital toolkit
Resources to help you and your clients through market turbulence
Supporting your work/life during COVID-19
Articles and insights to give you perspective on both investing and working during these challenging times