About my Sun Life Mobile
My Sun Life Mobile gives clients access to their mutual fund account and segregated fund contract details in one convenient app.
If you’ve invested in mutual funds or segregated fund products with the help of a Sun Life Financial advisor, or through access to group retirement services, group benefits or individual health insurance, you can view the value of your market-based investments.
If you have a Sun Life Financial advisor, you’ll also be able to see their contact information. You can call or email your advisor with one touch.
Depending on your plan, if you’re a group benefits plan member or a client with personal health insurance coverage, you can submit a claim, view claims paid within the last 90 days, and access your drug and travel cards. You can also view coverage details for extended health, drugs, dental, vision care, health spending and personal spending accounts. If you’re a group retirement services plan member, you can make lump-sum contributions, view your account balances and review your contributions.
You can also access tools, videos and tutorials to help you plan and understand your benefits and investments, including additional products and services to complement your workplace plan.
Using my Sun Life Mobile
When you visit Customer Access from a computer, you can see your complete personal insurance and investment products, access the secure message service, update your contact information and view your mutual fund statements.
When you visit mysunlife.ca from a computer, you’ll see our full range of services, information and tools, with the ability to update contact or banking information or change your investment asset allocation. When you access my Sun Life via the mobile app on a smartphone, you’ll see specific services, information and tools to help you while you’re on the go. Using your smartphone, you can quickly access mutual fund account and segregated fund contract balances and contributions, make lump-sum contributions, submit claims, access drug and travel cards, view coverage and explore drug alternatives.
The my Sun Life Mobile application currently supports mutual funds and segregated fund contracts you’ve purchased through a Sun Life Financial advisor. The app displays values of investments and your advisor’s contact information. You can call or email your advisor with one touch. We want to enhance your experience with us, so we’re looking to add new features to the app in the future that feature more products and services and new functions including your transaction history.
Yes, lump sum contributions are processed the same way as on a desktop. Lump sum contributions submitted before 4 p.m. ET the day before will be processed overnight based on that night's closing unit values. Transactions submitted after 4 p.m. ET, pm a weekend or on a holiday will be effective the next Sun Life Financial business day and will be based on the closing unit values for that day.
If you invest a lump-sum contribution in a stock fund, the contribution will take an additional business day to process and will be based on the trading price/unit value in effect for that day. These transactions are held as pending until fully processed.
Note: The ability to make lump-sum contributions is not currently available for personal investments.
Depending on your plan, you can access coverage details concerning:
- Extended health, dental and vision care (including deductibles, maximums, eligibility),
- Health spending and personal spending accounts (including remaining balances), and
- Drug coverage (including amount covered and additional information).
The drug coverage information helps you when discussing your prescription medications with your doctor or health care professional. The information includes potential generic and/or therapeutic drug alternatives, detailed information about the drug and how it works, and a history of drug claims submitted over the past 12 months.
The Help me save financial planning tools are available for everyone and can be accessed without signing in to my Sun Life Mobile. You can use the financial planning tools to learn more about saving today for a more secure tomorrow.
To use the secure portion, you must be one of the following:
- a Sun Life Financial group benefits or group retirement services plan member,
- a client with personal health insurance coverage, or
- a client with mutual funds or segregated fund contracts with a Sun Life Financial advisor.
If none of these categories describe you, you won’t be able to sign in to the secure part of the app. You’ll need to have an email address, access ID and password. If you’ve forgotten your access ID or password, you can retrieve them by going to mysunlife.ca on a desktop computer and clicking on either I forgot my Sign-in ID or I forgot my password.
Yes, you can do this by clicking Register on the mobile app sign-in page. To submit claims through my Sun Life Mobile, you’ll also need to provide your banking information and register for paperless payment at mysunlife.ca before you use the app.
Please note: You can’t sign in with a temporary password; if you have a temporary password, please go to mysunlife.ca to create a permanent password.
What does the error message mean?
What should I do?
If you’ve entered an incorrect email address, access ID or password, simply tap 'OK' and re-enter them. For your convenience, my Sun Life Mobile can save your email address, and access ID if you select 'Save my access ID'.
If you can’t remember your email, access ID or password, you’ll need to visit mysunlife.ca and select I forgot my Sign-in ID or I forgot my password. You’ll need to enter information about your plan, so please have this information handy. If you enter your email address, access ID and password combination incorrectly 3 times, you’ll be locked out of both my Sun Life Mobile and mysunlife.ca. You can retrieve your email address, access ID or password by contacting us.
Security and requirements
The my Sun Life Mobile app is available on most Canadian mobile service providers.
- for Apple users it’s available in the App Store, requires iOS or later and is compatible with iPhone, iPad and iPod touch
- for Android users it’s available in Google Play and requires OS 2.2 or later
Secure sections of my Sun Life Mobile can only be accessed using your access ID and password. We regularly test, update and validate our security model to make sure we maintain a high level of security.
If you lose your mobile device, call your wireless carrier immediately to have them disable your device. Your personal information will be protected because you need both your access ID and password to access the secure portion of my Sun Life Mobile. Remember: Don’t share your access ID and password with anyone.
If you have questions about my Sun Life Mobile, please contact us.
If you need help with your Internet connection, settings, downloading or installing our app please contact your wireless carrier.