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 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
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 client’s needs and growing your business.
Did you know that we’ve made updates to Online Transactions (OLT) for increased functionality and a better experience? Watch these videos to learn how these updates* can help you save time.
Before you select a link
Sign in with your Advisor Manulife ID (opens in a new tab). Make sure you've connected your Repsource account.
Streamline your new business applications
Did you know that you could minimize errors and shave hours off paperwork while submitting new applications electronically for your segregated fund contract and guaranteed interest accounts (GIA) business?
Refer to the job aids below to learn about the two different options available for submitting paperwork on OLT:
- Submit paperwork using e-signatures (Advisor login required) – for any request requiring a client signature
- Submit paperwork via Repsource secure inbox instead of fax (Advisor login required)
Simplify transfers in Manulife Investment contracts
You can switch to secure e-signatures to facilitate easy transfers in and transfers between Manulife Investment contracts.
Refer to this job-aid (Advisor login required) for step by step instructions on how to use e-signatures for transfers.
Have clients make deposits to their contract in a fast and secure way
Yes, they can now use online banking to make lump-sum contributions to their new or existing contacts. by adding Manulife Investment Seg-GIA as a bill payee in their online banking.
Refer to this job aid (Advisor login required) for details on how to process online banking deposits. Your clients can refer to this guide for detailed instructions.
Use e-signatures for one-time PACs with an existing contract
Reclaim valuable time and give those clients who don’t have online banking, an alternative solution to set up a new contract or make deposits to their existing segregated fund contract or GIAs, electronically.
Refer to this job aid (Advisor login required) to learn how to take advantage of this new functionality.
To learn more about how OLT can make doing business easier, visit OLT or sign up for a virtual training session (Advisor login required).
*If you’re contracted with an MGA or national account, please consult with your back office before using these solutions.
Business process
Before you select a link
Sign in with your Advisor Manulife ID (opens in a new tab). Make sure you've connected your Repsource account.
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.
Digital delivery of fund facts
Digital fund facts are available online and integrated directly in our price and performance tool.
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. 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
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