Main Content

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!

Our Online Additional Seg Fund Deposit Form now supports T2033 transfers – with a non-face-to-face option!
The additional deposit form is pre-filled with client information and fund codes. 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.