Enhancements to My Clients tool

As of February 28, 2025, you’ll have an enhanced experience using our My Clients tool (sign in required). 

My Clients enables you to view consolidated information and run reports about your clients, and more, for all your Manulife business: individual insurance, all investment products, and bank business.

• We’re enhancing My Clients so you can manage some common transactions for multiple lines of business in the same tool:
  • For insurance: Make client address changes and banking changes.
    • Remember, some of your clients may be able to self-serve and make these updates for their insurance business on the Customer Secure Site.
  • For guaranteed investments: Make client address changes and submit death notifications. Note that legislative rules prevent us from moving banking changes for segregated funds, GIAs, and annuities to My Clients.
• Learn more about My Clients (sign in required).

On our mission to become your guaranteed investment and insurance provider of choice, we continue to listen to your feedback and invest in digital solutions and self-serve tools, to make it easier, better and faster to do business with us.

• My Clients - Address changes (PDF) (Insurance)
• My Clients - Address changes (PDF) (Guaranteed Investments)
• My Clients - Edit banking information (PDF)
• Submit your death claim notifications using My Clients (PDF)

If you have any questions, reach out to your back office as you normally do or to us:

• Guaranteed investments
• Other lines of business

For technical questions, contact our Distribution Technology Support Centre (DTSC).