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.
It is essential that you read the Important Client Information brochure and other important documents:
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Regulations 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.
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Other associations and resources Links to organizations that provide valuable education for investors on their websites.
Getting started: For new clients
Explore our online resources to make the most of your Manulife Wealth experience
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
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View Your account performance, holdings, and activity.
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Invite Investor Portal users in your household to view your account details and documents.
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Set up Set up electronic document delivery and email notifications.
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Access Download your statements, trade confirmations, and tax slips easily.
Clarity and confidence, wherever you are
Get ready for the new Manulife Wealth mobile app—start by registering for Investor Portal.