Our online service can make you more productive with real time application status and self-service transactions!
NEW: Update client addresses and phone numbers
One sign-on for the Business Centre, Fast & Full Life App or Fast & Full Investment App.
Complete self-service transactions within minutes using DocuSign.
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, starting with the C-0170(a) Electronic PAD Agreement form for insurance.
Segregated fund transaction confirmations now available online
View your clients’ transactions online under the Documents tab in the My Advisor Dashboard.