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My Advisor Dashboard Highlights

Our online service can make you more productive with real time application status and self-service transactions!

Single sign-on
One sign-on for the Business Centre, Fast & Full Life App or Fast & Full Investment App.

Complete self-service transactions within minutes using DocuSign.

Application status
View the status and outstanding underwriting requirements for the Fast & Full Life App and all Insurance New Business Applications!

Submit policy changes online
Submit delete/decrease requests and juvenile non-smoker rate changes online with DocuSign. 

Find the insurance form you’re looking for. Just ask a question!

Make additional seg fund deposit online
For TFSA and RRSP, make additional seg fund deposits online. Watch video

How to...

Not registered yet?

Go to My Advisor Dashboard and click on Register. Create a username, enter your email address and create a password. You’ll receive an email confirmation with further instructions to follow.

Questions about My Advisor Dashboard?

Contact our Sales Centre Team at 1 866 894-6182 or at and they will be happy to answer your questions.