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A modern floating staircase with dark wooden treads is shown from a low, angled perspective. Slim vertical metal railings extend from the steps to the ceiling, creating a strong linear pattern. Warm ambient lighting casts soft shadows on the smooth walls, emphasizing the minimalist architecture. The overall scene feels contemporary and refined, highlighting clean lines and geometric forms.

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.

It is essential that you read the Important Client Information Brochure and other important documents:
 

Important client information brochure
Administration and service fees - Effective May 1st, 2026
Interest-rate schedule brochure
Canadian Investor Protection Fund brochure
How Canadian Investment Regulatory Organization (CIRO) protects investors brochure
How to Make A Complaint

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.
 

To read more about Manulife’s privacy policy, see our Canadian privacy policy

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: 

Get Cyber Safe (Government of Canada)

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.
A classic library interior is filled with tall wooden bookshelves lined with old, leather-bound books. Round wooden tables and chairs are arranged throughout the room, suggesting a quiet space for reading or study. A single table lamp glows warmly in the center, casting soft light on the dark wood surfaces. The overall atmosphere is calm, scholarly, and traditional.

Clarity and confidence, wherever you are

Get ready for the new Manulife Wealth mobile app—start by registering for Investor Portal.

Start here