Where do I go?
MyPortfolio+
Product type
Mutual Funds/Stocks/ETFs
What can I see?
Mutual Funds/Stocks/ETFs
What's required?
Birth date, postal code and contract number
What if I have trouble?
1-877-786-5433
Where do I go?
Sun Life Qtrade
Product type
Stocks
What can I see?
Balances, tax Information, transactions, statements
What's required?
Register by calling 1-877-787-2330
What if I have trouble?
1-877-787-2330
Where do I go?
SLGI
Product type
Mutual Funds/Seg Funds
What can I see?
Balances, tax information, transactions, statements
What's required?
Personal information and contract number
What if I have trouble?
1-877-344-1434
Where do I go?
MacKenzie Funds
Product type
Mutual Funds
What can I see?
Balances, tax information, transactions, statements
What's required?
Registration ID and account number
What if I have trouble?
1-800-387-0614
Where do I go?
Dynamic Funds
Product type
Mutual Funds
What can I see?
Balances, tax information, transactions, statements
What's required?
Access ID, account number and SIN
What if I have trouble?
1-866-212-9295
Where do I go?
CI Investments
Product type
Mutual Funds
What can I see?
Balances, tax information, transactions, statements
What's required?
Personal information and account number
What if I have trouble?
1-800-792-9355
Where do I go?
Fidelity Investments
Product type
Mutual Funds
What can I see?
Balances, tax information, transactions, statements
What's required?
Personal information, user ID and access code
What if I have trouble?
1-800-263-4077