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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!

NEW: We've updated the design by providing improved navigation to some of the most frequently used content. Click the ‘Virtual Tour’ in the Quick links section to discover the new experience.

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. 
NEW: Update client addresses and phone numbers

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!
Watch video The additional deposit form is pre-filled with client information and fund codes.

eSignature forms now available for non-face-to-face business
Through the new eSignature section on My Advisor Dashboard, you are now able to access online forms and applications that can be signed digitally. 
NEW: C-0056 - Financial Changes Request for Life and Health Policies

Segregated fund transaction confirmations now available online
View your clients’ transactions online under the Documents tab in the My Advisor Dashboard. 

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.