Check your balance

If you set up your account through your advisor

You can see some of your account balances online by signing into my Sun Life. Not registered yet? Take a few minutes to register now.

Have you bought mutual funds or segregated fund contracts through a Sun Life Financial advisor? Download our app to see your balances on our app.

You can also contact your advisor directly for your account balances. Do you need your advisor’s phone number or email address? Go to find an advisor and enter your advisor’s last name.

Do you need help? You can also call the Customer Care Centre at 1-877-SUN-LIFE (1-877-786-5433), Monday to Friday, 8 a.m. to 8 p.m. ET.

If you have an account through your employer

To check your balance:

  1. Sign in to my Sun Life.
  2. Under Investments, click my financial centre.
  3. Under Quick links, choose Balances.

Not registered yet? Take a few minutes to register now. You can also call the Customer Care Centre at 1-866-733-8612, Monday to Friday, 8 a.m. to 8 p.m. ET.

Remember to have your registered email address and password ready to enter into our automated telephone system.

If you set up your account through Group CHOICES or my Sun Savings Plan

To check your balance:

  1. Sign in to my Sun Life.
  2. Under Investments, click my financial centre.
  3. Under Quick links, choose Balances.

Not registered online yet? Take a few minutes to register now. You can also call the Customer Care Centre at 1-866-733-8612, Monday to Friday, 8 a.m. to 8 p.m. ET.

Remember to have your registered email address and password ready to enter into our automated telephone system.