Check balances

How was the plan purchased?

You can check your balance online or using our mobile app.
  1. Sign in to my Sun Life
  2. Under Investments, select My financial centre.
  3. Under Quick links, select 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.

You can see some of your account balances online or using our mobile app 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  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.

You can check your balance online or using our mobile app.
 

On web:

  1. Sign in to my Sun Life
  2. Under 'Investments', select 'My financial centre'
  3. Under 'Quick links', select 'Balances'

On mobile:

  1. Sign in on the my Sun Life mobile app.
  2. Select the ‘Wealth’ tab to view an overview of your plan balances
  3. Or, select a plan to view more details and the history of that plan’s balance.

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.

Need answers? Get help online, by chat, or phone

Self-serve support

Get step-by-step instructions to solve common support problems.
 

Chat with us

Mon to Fri, 9 a.m. - 5:30 p.m. ET.
Get personalized support through online chat or our mobile app. Sign in, go to Contact Us, then choose your workplace plan type to start a chat. 

Call us

1-877-786-5433
Mon to Fri, 8 a.m. - 8 p.m. ET
Use our mobile app for faster and personalized support.