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.
It is essential that you read the Important Client Information brochure and other important documents:
Learn how to deposit funds into your Manulife Wealth account.
Learn moreRegulations that protect your registered accounts
Regional Securities Commissions
Review information from dedicated authorities who oversee and enforce regulations to ensure fair, transparent, and secure financial markets.
Other associations and resources
Links to organizations that provide valuable education for investors on their websites.
How to deposit money
Learn how to deposit funds into your Manulife Wealth account.
How to read your statements
Key elements of your account statements explained.
Contact us
Your advisor is your first point of contact for all inquiries. If you’d like to speak with someone at Manulife Wealth,
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.
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.