Combining your accounts with Manulife means getting the big picture of your savings, convenient access to all your money at once, and the opportunity to save more thanks to competitive fees.
The big picture is finally in focus. Track and manage all your savings on just one website.
One you—one Manulife ID. Your Manulife ID is your single, secure username and password for everything you have with us.
Investment fees for both group retirement and group savings plans are usually lower than what you’d pay investing on your own.
Saving more in one place can mean lower investment fees and greater rewards.
Having more money with one financial institution can also qualify you for lower fees or even a savings bonus.
Spouses can also join a Manulife group plan and combine their savings with yours. This makes it easier to keep track of your family’s savings, and it also makes it convenient for your loved ones to access them when the time comes to settle your estate.
No more trying to tackle it all. No more trying to find your way around multiple plans and online accounts.
We’ve got you.
Enjoy the same support, features, and advice that you love about your group retirement plan for all your other plans.
Let us know you're interested and we'll reply within three business days.
We’ll guide you through gathering what you need and filling out the required forms.
Submit your signed forms to us, then sit back, relax, and we’ll let you know when it’s done.
Yes, you can submit a request to transfer money from outside Manulife without our help. You can also transfer money from other plans and accounts within Manulife if you’d like.
Here’s how:
Step 1
Step 2
To bring your savings together with Manulife, you’ll need the account details and total savings from all the plans and accounts you want to bring together. To make things easier, collect your most recent statements for each plan or account and have them ready with you when you chat with us.
There’s no limit to the number of plans or the amount of money you can bring into your Manulife group plans. You can bring money from outside Manulife, as well as money from other plans and accounts within Manulife. You can also move locked-in money, as well as registered and nonregistered money. We can help you understand how.
Bringing your money together to one place usually takes between four to six weeks, but we’ll support you every step of the way. The exact time frame depends on various factors, including how many different financial institutions and plans you currently save with.
Yes, you can get started by downloading our Manulife Mobile app, getting financial advice from one of our expert advisors, or by signing in to access our Steps Retirement Program™.
When you save money for retirement, the interest or returns that might build up over time get added to the initial contribution amount you started with. See what steps you can take to maximize the benefits of compounding as you save.
There’s no limit to how many retirement accounts you can have, or how much time you can spend keeping them all straight. Consider pulling them all together—consolidating them—with your group retirement plan.
Sometimes the most important things get the least attention—like your money. So take a bit of time and make sure you’re on the right track toward your goals. Here are a few ideas to help you spring into action.