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Personal accounts
Review your entire Manulife Bank Book of Business through MyClients
Did you know you can access a comprehensive report (PDF) of your entire book of Manulife Bank business through MyClients? This site allows you to view information about a client’s business, run reports about your clients, create mailing lists, plus much more … all self-serve!
For example, with this reporting capability, you can:
- Create GIC maturity reports to identify opportunities for reaching out to these clients.
- See all of your Manulife One clients in one spot.
- Identify your Advantage Account clients who have low balances.
Client information is available as of the previous business day and can be accessed 24/7. For real-time data, visit BankLink to “View Client Accounts.”
Check it out today and see how the MyClients features can help you successfully analyze marketing opportunities and provide better service to your clients.
Note: Currently, information on your clients’ Manulife Bank credit cards is not available through My Clients
Accounts for yourself and compensation
Check out the compensation and other great offers available to you.
Waiving commission
You have the option to waive a portion or all of your commission to enhance your client’s interest rate. In an increment of either half or all, indicate on the application how much of your commission (50% or 100%) that you would like to waive. Waiving commission is only available for non-registered accounts.
Note: When completing your own application, make sure to have another advisor (or licensed marketing assistant) sign the Representative assertions section to confirm they have seen and validated your identification. Please also include their name and phone number on the application.
Questions?
Call 1-800-567-9170 or email advisorbank@manulife.ca.
Regulatory information
For detailed information, please visit our Compliance page.
All-In Banking Package: Administration
Your clients can apply for the Manulife All-In Banking Package whenever it’s convenient for them – at home, on the go, or when they’re meeting with you. The application should take only five minutes to complete.
To offer the discounted monthly rate to customers, you’ll need a custom web link to the online application. It’s easy to set up with the help of your Business Development Consultant. Then, either send your custom link to your clients so they can complete the application when it’s convenient for them, or complete the application together when you meet.
Please note: while you may assist your clients, you can’t complete these online applications by yourself. Only your clients will be able to answer all of the personal questions asked.
Related information
Links
Advantage Account: Administration
How to apply
There are three ways to apply for a Personal Advantage Account. Here are some tips for choosing the method that’s right for you and your clients.
Your clients can apply online
Your clients can apply for a new personal non-registered Canadian-dollar Advantage Account whenever it’s convenient for them – at home, on the go, or when they’re meeting with you. The application should take five minutes to complete, or even less if your client already has an account at Manulife Bank.
To ensure you are linked to the account as their advisor, you will need a custom web link (URL) to the online application. It’s easy to set up with the help of your Business Development Manager. Check out our short training video and FAQ (PDF) on how to use the online application effectively. Then, either send your custom link to your clients so they can complete the application when it’s convenient for them, or complete the application together when you meet.
Please note, although you may assist your clients, you cannot complete these online applications by yourself; only your clients will be able to answer all the personal questions asked.
You can use BankLink
BankLink, our web-based application system for advisors, is a great tool for opening new Advantage Accounts for your clients. With BankLink, your applications are processed faster and you have the option to save partially completed applications. Other great features include the ability to:
- Track the status of an application through the entire process.
- View your client's account information in real-time.
- Generate a customized checklist that outlines any supporting documents that are required.
Visit the BankLink welcome page to find everything you need to get started including a step-by-step demonstration on how to process an Advantage Account application using BankLink.
You can use a paper application
Complete the Personal Deposit Account Application (AB0168E) (PDF) and have your client sign it. Please be sure to print the CDIC brochure (PDF) for the client.
Note: If there is no cheque attached to the application, you can fax it to 1-866-840-6425. Otherwise, please mail the application along with the cheque to the address indicated on the cover page. Please do not do both as this could result in duplicate accounts.
Applications, forms and related documents
Personal Deposit Account Application (AB0168E) (PDF)
Use this application when applying for personal deposit accounts. Included is the Application, Operating Agreement, Declaration of Trust, and Services and Fees Brochure.
Personal Deposit Account Application (AB0168BQC) (PDF)
Use this application when a Quebec resident is applying for personal deposits accounts. Included is Application, Operating Agreement, Declaration of Trust, Services and Fees Brochure, and CDIC brochure.
Funds Transfer Agreement (AB0190E) (PDF)
For linking external account to existing Advantage Accounts.
Third Party Identification Form (AB0321E) (PDF)
To be completed if the account is being opened for, or used by, a third party
ID Verification Form and Signature Card (AB0487E) (PDF)
To be used when there is a Power of Attorney involved
Politically Exposed Person Disclosure (AB0707E) (PDF)
To be used to collect information about politically exposed persons.
International Tax Reporting for Individuals (AB0804E) (PDF)
To be used to collect the client’s international tax obligations.
To be used by Quebec joint account holders who are either spouses or former spouses and wish to declare their respective share of a deposit account.
Setting up a power of attorney or guardianship (PDF)
What’s required to set up a power of attorney or guardianship/curatorship at Manulife Bank.
Manulife Bank offers a joint account for a minor plus a parent/guardian. Information about how the account and the application process works.
Industry and Occupation - Personal Application (AB0647E) (PDF)
A list of acceptable industries with corresponding occupations to be used when completing the application.
Estate Requirements (Quebec) (PDF)
How to settle an account when a client passes away or when applying for an account to deposit estate proceeds
Verifying an Individuals Identity
Guidelines on acceptable forms of identification
BankLink overview (AB0654E) (PDF)
Easily submit applications and access client accounts
BankLink Instructions (AB0509E) (PDF)
Instructions for submitting an application online
Claimants' Statement (NN0760E) (PDF)
The Manulife Financial Claimants’ Statement (NN0760) (PDF) includes easy instructions on how to deposit death claim proceeds to an Advantage Account.
Local Area Banking for advisors (PDF)
A How To document for using Local Area Banking
Manulife Bank Advantage Account Referral Program Client Disclosure (MS1199E) (PDF)
Required for all MSI advisors to complete and hold in client file.
Related information
Links
Tax-Free Savings Accounts: Administration
How to apply
There are three ways to apply for a Manulife Bank Tax-Free Savings Account. Here are some tips for choosing the method that's right for you and your clients.
Your clients can apply online
Your clients can apply for a Tax-Free Advantage Account whenever it's convenient for them – at home, on the go, or when they're meeting with you. The application should take five minutes to complete, or even less if your client already has an account at Manulife Bank.
To ensure you are linked to the account as their advisor, you will need a custom web link (URL) to the online application. It's easy to set up with the help of your Business Development Manager. Check out our short training video and FAQ (PDF) on how to use the online application effectively. Then, either send your custom link to your clients so they can complete the application when it's convenient for them, or complete the application together when you meet.
Please note, although you may assist your clients, you cannot complete these online applications by yourself; only your clients will be able to answer all the personal questions asked.
You can use BankLink
Manulife Bank's online application system, BankLink, is a great tool for opening new Tax-Free Savings Accounts for your clients. With BankLink, your applications are processed faster and you have the option to save partially completed applications. Other great features include the ability to:
- Track the status of an application through the entire process.
- View your client's account information in real-time.
- Generate a customized checklist that outlines any supporting documents that are required.
Visit the BankLink welcome page to find everything you need to get started including a step-by-step demonstration on how to process a Tax-Free Advantage Account application using BankLink.
If you have any questions about the system, please call our Advisor Support Centre at 1-800-567-9170.
You can use a paper application
Complete the Tax-Free Savings Account Application (AB0490E) (PDF) and have your client sign it. Please be sure to print the CDIC brochure (PDF) for the client.
Note: There is only one application form for Manulife Bank Tax-Free Savings Accounts (TFSAs). The application allows you to select one or more investment options for your client. You can add additional investments to this account at any time.
Subsequent deposits
Your clients can make subsequent deposits to their account in three ways:
- Transferring funds from other bank accounts.
- Sending a cheque in the mail to Manulife Bank.
- Making a local bank deposit through you, their advisor.
Applications, forms and related documents
Tax-Free Savings Account Application (AB0490E) (PDF)
Use this application when applying for personal deposit accounts. Included is the Application, Operating Agreement, Declaration of Trust, and Services and Fees Brochure.
Tax-Free Savings Account Application (AB0490BQC) (PDF)
Use this application when a Quebec resident is applying for personal deposits accounts. Included is Application, Operating Agreement, Declaration of Trust, Services and Fees Brochure, and CDIC brochure.
Transfer Authorization for Registered Investments (AB0164E) (PDF)
Complete when transferring from one tax-free plan to another (comparable to a T2033)
Change/Additional Contribution/Withdrawal Request Form (AB0207E) (PDF)
Use this form for existing plans to make changes or additional contributions.
Beneficiary and Successor Holder Designation form (AB0805E) (PDF)
Designate or change a successor holder/annuitant and/or beneficiary for TFSA, RRSP and RRIF accounts
Funds Transfer Agreement (AB0190E) (PDF)
For linking external account(s) to your Manulife Bank Account.
ID Verification Form and Signature Card (AB0487E) (PDF)
To be used when a Power of Attorney is involved.
Declaration of Trust (AB0159E) (PDF)
To be completed for Saskatchewan deposit agents when a GIC is purchased.
Transfer on Breakdown of Marriage or Common-Law Partnership (AB0497E) (PDF)
Use this form to transfer TFSA amount from one spouse to another on breakdown of marriage or common-law partnership.
Politically Exposed Person Disclosure (AB0707E) (PDF)
To be used to collect information about politically exposed persons.
Tax-Free Savings Account (TFSA) Third Party Declaration (AB0865E) (PDF)
Use this form if someone other than the client is making a deposit to their TFSA.
Short-term Deposits and GICs Quick Reference Card (AB0360E) (PDF)
Outlines product information for Short-term Deposits and GICs.
Local Area Banking for advisors (PDF)
A “How to” document for using Local Area Banking.
Verifying an Individuals Identity
Guidelines on acceptable forms of identification.
BankLink overview (AB0654E) (PDF)
Easily submit applications and access client accounts
BankLink Instructions (AB0509E) (PDF)
Instructions for submitting an application online.
Estate Requirements (Quebec) (PDF)
How to settle an account when a client passes away.
To obtain the posted rates for GICs when filling out the application.
Manulife Bank Advantage Account Referral Program Client Disclosure (MS1199E) (PDF)
Required for all MSI advisors to complete and hold in client file.
Related information
Links
Registered Advantage Account: Administration
How to apply
There are three ways to apply for a Registered Advantage Account. Here are some tips for choosing the method that's right for you and your clients.
Your clients can apply online
Your clients can apply for a Registered Advantage Account whenever it's convenient for them – at home, on the go, or when they're meeting with you. The application should take five minutes to complete, or even less if your client already has an account at Manulife Bank.
To ensure you are linked to the account as their advisor, you will need a custom web link (URL) to the online application. It's easy to set up with the help of your Business Development Manager. Check out our short training video and FAQ (PDF) on how to use the online application effectively. Then, either send your custom link to your clients so they can complete the application when it's convenient for them, or complete the application together when you meet.
Please note, although you may assist your clients, you cannot complete these online applications by yourself; only your clients will be able to answer all the personal questions asked.
You can use BankLink
Manulife Bank's online application system, BankLink, is a great tool for opening new Registered Advantage Accounts for your clients. With BankLink, your applications are processed faster and you have the option to save partially completed applications. Other great features include the ability to:
- Track the status of an application through the entire process.
- View your client's account information in real-time.
- Generate a customized checklist that outlines any supporting documents that are required.
Visit the BankLink welcome page to find everything you need to get started including a step-by-step demonstration on how to process a Registered Advantage Account application using BankLink.
If you have any questions about the system, please call our Advisor Support Centre at 1-800-567-9170.
You can use a paper application
Complete the Personal Deposit Account Application (AB0168E) (PDF) and have your client sign it. Please be sure to print the CDIC brochure (PDF) for the client.
Note: There is only one application form for a Manulife Bank Registered Savings Plan. The application allows you to select one or more investment options for your client. You can add additional investments to this account at any time.
Subsequent deposits
Your clients can make subsequent deposits to their account in three ways:
- Transferring funds from other bank accounts.
- Sending a cheque in the mail to Manulife Bank.
- Making a local bank deposit through you, their advisor.
Applications, forms and related documents
Personal Deposit Account Application (AB0168E) (PDF)
Use this application when applying for personal deposit accounts. Included is the Application, Operating Agreement, Declaration of Trust, and Services and Fees Brochure.
Personal Deposit Account Application (AB0168BQC) (PDF)
Use this application when a Quebec resident is applying for personal deposits accounts. Included is Application, Operating Agreement, Declaration of Trust, Services and Fees Brochure, and CDIC brochure.
Transfer Authorization for Registered Investments (AB0164E) (PDF)
Complete when transferring from one registered plan to another (comparable to a T2033)
Change/Additional Contribution/Withdrawal Request Form (AB0207E) (PDF)
Use this form for existing plans to make changes or additional contributions
Beneficiary and Successor Holder Designation form (AB0805E) (PDF)
Designate or change a successor holder/annuitant and/or beneficiary for TFSA, RRSP and RRIF accounts.
Funds Transfer Agreement (AB0190E) (PDF)
For linking external account(s) to your Manulife Bank Account.
ID Verification Form and Signature Card (AB0487E) (PDF)
To be used when there is a Power of Attorney involved
Declaration of Trust (AB0159E) (PDF)
To be completed for Saskatchewan deposit agents when a GIC is being purchased
Politically Exposed Person Disclosure (AB0707E) (PDF)
To be used to collect information about politically exposed persons.
Short-term Deposits and GICs Quick Reference Card (AB0360E) (PDF)
Outlines product information for Short-term Deposits and GICs.
Local Area Banking for advisors (PDF)
A “How to” document for using Local Area Banking.
Verifying an Individuals Identity
Guidelines on acceptable forms of identification.
BankLink overview (AB0654E) (PDF)
Easily submit applications and access client accounts
BankLink Instructions (AB0509E) (PDF)
Instructions for submitting an application online.
Estate Requirements (Quebec) (PDF)
How to settle an account when a client passes away.
To obtain the posted rates for GICs when filling out the application.
Manulife Bank Advantage Account Referral Program Client Disclosure (MS1199E) (PDF)
Required for all MSI advisors to complete and hold in client file.
Related information
Links
Retirement Income Advantage Account: Administration
How to apply
To apply for a Manulife Bank Retirement Income Advantage Account, complete the Registered Retirement Income Fund (RRIF) section of the Personal Deposit Account Application (AB0168E) (PDF) and have your client sign it. Please be sure to print the CDIC brochure (PDF) for the client.
Note: There is only one application form for Manulife Bank RRIF. The application allows you to select one or more investment options for your client. You can add additional investments to this account at any time.
Applications, forms and related documents
Personal Deposit Account Application (AB0168E) (PDF)
Use this application when applying for personal deposit accounts. Included is the Application, Operating Agreement, Declaration of Trust, and Services and Fees Brochure.
Personal Deposit Account Application (AB0168BQC) (PDF)
Use this application when a Quebec resident is applying for personal deposits accounts. Included is Application, Operating Agreement, Declaration of Trust, Services and Fees Brochure, and CDIC brochure.
Transfer Authorization for Registered Investments (AB0164E) (PDF)
Use this form to transfer from one registered product to another (comparable to a T2033).
Change/Additional Contribution/Withdrawal Request Form (AB0207E) (PDF)
Use this form to make changes to existing accounts.
Beneficiary and Successor Holder/Annuitant Designation form (AB0805E) (PDF)
Use this form to designate or change a successor holder/annuitant and/or beneficiary for TFSA, RRSP and RRIF accounts
Funds Transfer Agreement (AB0190E) (PDF)
Use for linking external account(s) to your Manulife Bank Account
ID Verification Form and Signature Card (AB0487E) (PDF)
Use this form to verify ID when a Power of Attorney is involved.
Declaration of Trust (AB0159E) (PDF)
For use by Saskatchewan deposit agents to fulfil requirements when a GIC is purchased.
Politically Exposed Person Disclosure (AB0707E) (PDF)
Use it to collect information about politically exposed persons.
Frequently asked questions for your reference
Short-term Deposits and GICs Quick Reference Card (AB0360E) (PDF)
Outlines product information for Short-term Deposits and GICs.
Opening a RRIF account with Manulife Bank (Video)
A how to video on completing the Retirement Income Fund application.
Calculating RRIF Minimum Annual Payments (PDF)
Use this table to calculate the minimum payment a client is required to withdrawal from their RRIF annually.
Verifying an Individual’s Identity
Guidelines on acceptable forms of identification.
Estate Requirements (Quebec) (PDF)
How to settle an account when a client passes away.
Use to obtain the posted rates for GICs when filling out the application.
Manulife Bank Advantage Account Referral Program Client Disclosure (MS1199E) (PDF)
Required for all MSI advisors to complete and hold in client file.
Related information
Links
$US Advantage Account: Administration
How to apply
There are two ways to apply for a $US Advantage Account:
Online using BankLink
Manulife Bank's online application system, BankLink, is a great tool for opening new $US Advantage Accounts for your clients. With BankLink, your applications are processed faster and you have the option to save partially completed applications. Other great features include the ability to:
- Track the status of an application through the entire process.
- View your client's account information in real-time.
- Generate a customized checklist that outlines any supporting documents that are required.
Click on the link to take you to the Welcome page where you will find everything you need to get started.
Using a paper application
Complete the Personal Deposit Account Application (AB0168E) (PDF) and have your client sign it.
(Please go through the checklist on the cover page to ensure all requirements are fulfilled.)
A couple of notes
- To be eligible for a Manulife Bank $US Advantage Account, clients must already have a $US account in the same name at another Canadian financial institution. This information needs to be completed on the Funds Transfer section of the application and a personalized void cheque or Bank Account Confirmation Statement must be provided.
- We can’t accept cheques from foreign banks. Instead, the client should ask the sender to wire the transfer to their Manulife Bank account, in the currency of their account. For example, if the client has a US-dollar Manulife Bank account, the wire transfer must be sent in US dollars.
Applications, forms and related documents
Personal Deposit Account Application (AB0168E) (PDF)
Use this application when applying for personal deposit accounts. Included is the Application, Operating Agreement, Declaration of Trust, and Services and Fees Brochure.
Personal Deposit Account Application (AB0168BQC) (PDF)
Use this application when a Quebec resident is applying for personal deposits accounts. Included is Application, Operating Agreement, Declaration of Trust, Services and Fees Brochure, and CDIC brochure.
$US Funds Transfer Agreement (AB0441E) (PDF)
For linking external accounts to existing $US Advantage Accounts
Third Party Identification Form (AB0321E) (PDF)
To be completed if the account is being opened for, or used by, a third party
ID Verification Form and Signature Card (AB0487E) (PDF)
To be used when there is a Power of Attorney involved
Politically Exposed Person Disclosure (AB0707E) (PDF)
To be used to collect information about politically exposed persons.
International Tax Reporting for Individuals (AB0804E) (PDF)
To be used to collect the client’s international tax obligations.
To be used by Quebec joint account holders who are either spouses or former spouses and wish to declare their respective share of a deposit account.
Industry and Occupation - Personal Application (AB0647E) (PDF)
A list of acceptable industries with corresponding occupations to be used when completing the application.
Estate Requirements (Quebec) (PDF)
How to settle an account when a client passes away or when applying for an account to deposit estate proceeds
Verifying an Individuals Identity
Guidelines on acceptable forms of identification
BankLink overview (AB0654E) (PDF)
Easily submit applications and access client accounts
BankLink Instructions (AB0509E) (PDF)
Instructions for submitting an application online
Manulife Bank Advantage Account Referral Program Client Disclosure (MS1199E) (PDF)
Required for all MSI advisors to complete and hold in client file.
What is FATCA and international tax reporting?
FATCA and international tax reporting