Clients of mutual fund 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.

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, see the below link.

    Standard availability and contact information

Protecting your privacy

Collecting and using personal information is integral to our business, and equally important is our commitment to protecting your personal information and respecting your privacy. We take this responsibility very seriously. At Manulife, we collect, use, and disclose your personal information in ways that are consistent with identified purposes, and only with your consent or as permitted or required by law. When we share personal information with our service providers, they must protect it in ways that are consistent with our privacy policies and practices. We follow strict data retention policies to protect your privacy, retaining your data only for necessary periods and ensuring that it’s destroyed, erased, or made anonymous when no longer needed.

Securing your data

Manulife Wealth employs physical, organizational, and technological safeguards to protect your information. We have a robust information security program to help ensure your personal information is protected by the right safeguards. Technologically, personal information is protected by passwords, encryption, firewalls, and antivirus and anonymizing software, depending on the sensitivity of the personal information. Learn best practices on how to protect yourself and your data online here:

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.

Register

Set up email notifications and electronic document delivery.

Access

Download your statements, tax slips, and trade confirmations.

  • Interested in learning more?

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