Identification Information All fields required

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Registration is fast and easy with three simple steps. Once completed, you will receive an e-mail with a temporary password to login.

As a registrant, please indicate which type of user you are.

Appointed financial professional – As a financial professional appointed with Sun Life, you will register with your Social Security number and Producer ID or Policy number. Once registered, you will gain access to the site and your client accounts.

Distributor support staff –If you are not appointed with Sun Life, but you are a member of the staff of a distributor of Sun Life's products under the direction and supervision of an appointed financial professional, you will register using a "Firm" password provided to you by Sun Life. Once registered, you will gain access to the site.


Appointed producer/financial professional | Distributor support staff



Enter your Social Security number without dashes. (e.g., 000000000).
This number will be used to validate your Client accounts.


Refer to your client statement for your Sun Life Financial producer number.


Your policy number appears on your quarterly statement in one of these formats; 99-9999-99999 or this format 99999999999-99

Enter only the highlighted portions as shown above, excluding dashes.

Step 1

Indicate which type of user you will be on the site and answer the follow-up question(s) that result.

If you encounter problems with the registration process, please call Customer Service.

Life: 800-862-6266

M Financial: 800-838-9673

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