Feel confident about your wealth—now on your phone

Use the Manulife Wealth app to securely check your accounts, performance, and documents on the go.

Designed for you

One consolidated view.

See all your Manulife Wealth accounts in one place.
Clarity, faster.

Check balances and performance quickly, with access to the details when you want them.
Confidence in the numbers.

Your mobile view is designed to align with what you see in Investor Portal and with your advisor.

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In a busy world,

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clarity matters

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—especially for your wealth.

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Manulife Wealth Mobile is here.

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Your wealth. One simple view.

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Confidence from anywhere.

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Your entire portfolio—all in one place.

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See what's changed and tap for details.

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See how your investments are progressing.

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Switch timelines

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month, year,

or since you started all with a tap.

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Quickly dive into any account.

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Fast, clear and always up to date.

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Know exactly what you own.

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Filter or search in seconds.

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All your holdings in one place

across every account.

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Tap any holding to see details

and where it's held.

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Keep an eye on what's happening

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—activity, details, and history,

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right where you need it.

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And, statements and tax documents,

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easy to access whenever you want them.

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Secure.

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Simple.

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Wealth on the move.

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Download Manulife Wealth Mobile today.

Designed to deliver

Complete portfolio view:

View your investments and performance details (book value, market price, market value, holdings), review transaction history, and track performance over time with clear, interactive charts.
Documents on demand:

Statements, tax documents, and trade confirmations with search and filter capabilities.
Sign-in protection:

Biometric and identity safeguards support secure access.

Getting started

1. Download

Manulife Wealth Mobile on your phone

2. Sign in

using your Manulife Wealth Investor Portal credentials (Manulife ID)

3. Explore

your portfolio, holdings, activity, and documents

Investor Portal access required

You must be registered for Investor Portal to use the app. Not registered? Contact your advisor or Manulife Wealth support for your invitation.

Investor Portal sign up guide
Need help?

Telephone: 1-800-361-3119; Monday to Friday 8 a.m. to 6 p.m. ET

By email: manulifewealthsupport@manulife.ca

Want to know more?

Have a look at some of the frequently asked questions below, or get in touch and contact us.

Yes. Accounts linked to your Manulife Wealth Investor Portal profile appear automatically after you sign in.

Use the same Manulife ID you use for Investor Portal.

Contact your advisor or Manulife Wealth support at 1-800-361-3119.

Find answers below or contact us for more support.

Do I need Investor Portal access?

Yes. Investor Portal registration is required to use the mobile app. Contact your advisor or manulifewealthsupport@manulife.ca to request an invitation.

I forgot my password/I’m locked out—what do I do?

Use the password reset option on the login screen or through Investor Portal. If access issues continue, contact manulifewealthsupport@manulife.ca.

How do I change my profile information?

You can update your profile name and mobile telephone number in Investor Portal on a desktop device. For other changes, contact your advisor or Manulife Wealth support at 1-800-361-3119.

How is my information protected?

The app uses the same security standards as Investor Portal, including advanced encryption and industry-leading security measures. Details are available in the Online Privacy Policy.

How do I enable or disable Face ID on an iPhone?

To enable Face ID:

1. Register Face ID on your phone:

Settings > Face ID & Passcode. Follow the prompts.

2. Turn on Face ID in the Manulife Wealth app:

Sign in to Manulife Wealth Mobile
Open the More menu
Select Biometrics
Toggle Enable Face ID to active

To disable Face ID:

Open the More menu
Select Biometrics
Toggle Enable Face ID to inactive

Next time you sign in, you’ll be prompted to enter your password.

How do I enable or disable biometrics on an Android device?

To enable biometrics:

Register on your phone (instructions may vary by manufacturer):
- Settings > Security > Biometrics or Face/Touch Recognition
Turn on biometrics in the Manulife Wealth app:
- Sign in to Manulife Wealth Mobile
- Open the More menu
- Select Biometrics
- Toggle Enable biometrics to active

To disable biometrics:

Open the More menu
Select Biometrics
Toggle Enable biometrics to inactive
Next time you sign in, you’ll be prompted to enter your password.

What appears at the top of the homepage?

A timeframe selector, followed by total portfolio value in CAD, and the change in value for the selected period. Foreign exchange rates appear when applicable based on your holdings and accounts.

What does the performance chart show?

A line chart showing portfolio performance over time. Changing the timeframe updates the chart.

What information appears in Portfolio Summary?

Portfolio Summary shows:

Starting market value for the selected period
Ending market value
Net invested capital

These values update when you change the timeframe.

Do account values change when I select a new timeframe?

No. Timeframe selections apply only at the portfolio level. Account values are always shown since inception.

How do I view account details?

Tap any account listed on the homepage to see holdings, performance history, and recent activity.

Where are the saved filters from Investor Portal?

Saved filters aren't currently available in the app. They’ll be added in a future release.

What appears on the Holdings tab?

A list of holdings for your full portfolio or selected account. Each holding shows:

Code and name
Short description
Market value in CAD
Units held
Price per unit

Tap a holding to view more details.

How do filter and search work on Holdings?

Filter narrows results using available criteria such as account or asset class. Search looks for holdings by name or code. Search applies only to holdings currently visible on screen.

What does the Activity tab show?

A list of transactions for your portfolio or selected account, ordered with most recent first. Examples include dividends, reinvested distributions, interest, and other activity.

What details are shown for each transaction?

Selecting an activity shows:

Transaction type
Related holding
Transaction amount in CAD
Processing and settlement dates

What sort, filter, and search options are available?

You can sort by date or total value. Filters include account, activity type, and date. Search returns activity currently visible on screen.

Where can I find account statements and tax documents?

All available statements, trade confirmations, and tax slips appear in the Documents tab.

What does the Documents tab show?

A list of documents for your portfolio or selected account. Each document appears as a card showing the document type, title, and date.

Can I view and download documents in the app?

Yes. Selecting a document opens a preview. From there, you can download, share, or save the file using your device options.

How can I narrow my documents list?

You can filter by account, document type, tax form, tax year and date.

What is the default document view?

The Documents tab opens to documents from the past 30 days.

How does document search work?

Search returns results only from documents currently shown in the list. Documents filtered out of view will not appear in search results.

Which devices and operating systems are supported?

The app works on iPhones and iPads with iOS 12 or newer and Android 11 or newer. On iPad, screens display in iPhone ratios.

How do I check my device operating system version?

On the device, go to Settings > General > About.

How do I see which app version I’m using?

The app version is listed under the Settings tab.

I’m visually impaired – can I use the app?

Yes. The app meets the same accessibility standards as the Manulife website. More information is available at https://www.manulife.ca/about-us/accessibility.html.

Who can I contact for help?

Contact your advisor or Manulife Wealth support for assistance.