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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 can make deposits and access their account information through a single, secure, digital login.

  • Deposit option through bank bill payments

    Make deposits to new or existing contracts using online banking. Ask your advisor to learn how or refer to this guide for detailed instructions

  • Set up a one-time PAC

    Setting up a new contract or making a deposit to an existing contract? Online Transactions can be used to set up a one-time PAC (EFT) deposit. Contact your advisor to know how.

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

onlinesupport@manulife.ca

Monday to Friday, 8 am to 6 pm (ET)

Advisor solutions

RRSP season is upon us, typically one of the busiest times of the year. Get ahead of the March 1 deadline by encouraging clients to make their contributions in January or early February. With Online Transactions (OLT) we have made it easy for you to make deposits and do it without the need to meet clients face to face. 

No need to collect signatures or print and fax forms. These processes are touchless!

What’s new?

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.*

    Learn more (Advisor login required)

  • 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.

    Learn more (Advisor login required)

  • Digital delivery of fund facts

    Digital fund facts are available online and integrated directly in our price and performance tool.

    Learn how they work

  • 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.

    Learn more (Advisor login required)

*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. Complete the application or deposit form in OLT to utilize the in-good-order edits available, and mail the cheque to a Manulife office.

Training and additional tools