Need Help?
How to Get Started
- Go to Manulife ID - Manulife Online Access ↗
- Sign up
- Click "Set up your Manulife ID"
- Register personal information
- First Name
- Last Name
- Birthdate
- Create login info
- Username
- If clients do not have corporate, or multiple accounts, they will usually use their email as their username
- If clients share an email, have corporate accounts, or have multiple personal accounts, only 1 account can use their email. The others must have unique usernames
- Password
- 8-64 characters
- At least one uppercase
- At least one lowercase
- At least one special character
- At least one number
- No spaces
- Re-enter password
- Username
- Email authentication
- Email from 2.b.iv. will be sent an activation link
- May be in junk folder. Usually sent in 20 seconds
- Click "Confirm my email address" on the confirmation email
- You will be prompted back to the Manulife website
- Click "Sign in"
- Enter the credentials you just set up in 2.c
- Email from 2.b.iv. will be sent an activation link
- Mobile authentication (optional)
- You can select "Do it later" if you don't want to set up dual-factor authentication
- Enter your mobile number
- Click "Add number"
- Enter the code sent to your mobile phone
Connect Manulife Wealth Inc. Products (MSI)
- Enter your mailing address' postal code
- Your postal code, name, and date of birth will identify the accounts to connect to your new MOA
- Click "Activate" on the respective grey square
- Enter the account number for the account you wish to activateEnter the last 4 digits of your SIN
- Agree to the terms
- Your information will be verified and your account will be live in about 5 minutes
Connect your Manulife Investments Products (MLI/EPE)
- Set up Manulife Investments on MOA Video ↗
- Login to Manulife Online Access
- Open "Manulife Investment Management"
- You may need to navigate to “Switch Products”
- Activate your new account
- Fill in:
- Account number for the account you wish to activate
- Postal code
- Last 4 digits of your SIN
- Click "Continue"
- Your information will be verified, and your account will be live in about 24 hours