Important Notice: Wealth Broker Portal Transition

The Wealth Broker Portal will be retired effective Friday October 23, 2026, as part of our ongoing efforts to enhance our technology and improve the broker experience.

We apologize for any inconvenience this may cause and appreciate your patience as we work toward a more modern and efficient servicing experience.

In the meanwhile, all Wealth forms, CDD related information and additional resources can be accessed in this Quick Access Guide.

For assistance, please contact our Wealth Service Team:

Email: wealthcs.international@sunlife.com
Toll-free U.S.: (800) 300-1728
International: +1 (441) 296-3084

Monday - Friday
9:00 am - 5:00 pm EST

Thank you for your continued partnership.