The newest update to the Manulife Portal has been one of the most requested features since the portal launched.
Family access, a new way for you to share account information with trusted family members on Manulife online access. It enables you to share views of each other’s account details, including the value of current holdings and activities. Family access connections can only be made between Manulife Securities clients with active accounts. You will only be able to share individually owned accounts. Joint accounts and entity accounts cannot be shared.
Getting started is simple. When you invite a family member, they will receive an email with a personal invitation link. Following the instruction, they will accept the connection and have the option to share view-only access to their own accounts if they choose.
Here are some resources to help you get familiar with this new feature: