Clients of Investment Advisors: Account and regulatory information

Important information about your account from Manulife Wealth and our regulators. Information in these resources may change without notice. Have questions? Your Manulife Wealth advisor can help.

Want to know if your advisor is a mutual fund or investment advisor? Search your advisor to find out.

Learn more about Telephone and Online Banking Services

Learn more

Getting started: For new clients

Explore our online resources to make the most of your Manulife Wealth experience

  • How to deposit money

    Learn how to deposit funds into your Manulife Wealth account.

    Learn more
  • How to read your statements

    Key elements of your account statements explained.

    Learn more
  • Contact us

    Your advisor is your first point of contact for all inquiries. If you’d like to speak with someone at Manulife Wealth,

    Standard availability and contact information

Investor Portal: Easy access to your accounts

See your real-time financial information on any mobile device, tablet, or desktop. Supported browsers include Chrome, Safari, Firefox, or Edge

View

Your account performance, holdings, and activity.

Invite

Investor Portal users in your household to view your account details and documents.

Set up

Set up electronic document delivery and email notifications.

Access

Download your statements, trade confirmations, and tax slips easily.

  • Interested in learning more?

    Our dedicated Manulife Wealth support team can share more information and help you register for Investor Portal. Contact us.