We need a little more time to make your new Advisor portal experience exceptional
We are committed to providing you with the best possible experience, and sometimes, that means taking a little extra time to ensure everything runs smoothly. Your Advisor Portal will be delayed to ensure your first log in experience is a great one.
What this means for you
Individual Advisors
You can continue to use your existing Individual Advisor portal and access your Advisor Travel portal and Advisor Learning Centre without any interruption.
We appreciate your patience as we finalize a seamless and efficient digital experience. We’ll notify you by email when your new Individual Advisor portal is ready. If you have any questions, please don’t hesitate to reach out to your Business Development Representative.
Individual Advisor Resources
For more information about portals and to help you transition, take a peek (or another look) at these resources.
Individual Advisor and Member Portal Training
Individual Advisor Portal User Guide
Member Portal and App User Guide
Group Advisors
Until your Group Advisor portal is live, you can manage your client’s group benefits plan through your Account Executive who will be acting as an extension of your team to access reporting and provide all additional block management support you may need. Access to the Advisor Learning Centre remains live.
We appreciate your patience as we finalize a seamless and efficient digital experience! You’ll receive a notification by email when access to your Group Advisor portal is ready.
If you have any questions, please don’t hesitate to reach out to your Account Executive.
Group Advisor Resources
For more information about portals and to help you transition, take a peek (or another look) at these resources.