facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause
Blog Post: Paperwork anyone? Thumbnail

Blog Post: Paperwork anyone?

Meghan here! I thought I’d take over the blog this week and talk about something very few people want to talk about. E-documents!

First, online access.   Some of you may have received an email recently from Manulife Securities that looks like this:

Let me first assure you this is not a phishing scam. It is from Manulife.  Manulife Securities is in the process of migrating e-statement capacity over to the new website, Manulife Securities Online, and are trying to get clients to opt into it.  You do not have to click on that link, you can also access it through our website on the Client Login page by clicking Client Portal Login.  

If you have already set yourself up for Manulife Securities Online when you sign in there’s a button on the lower right-hand side that will let you opt into e-statements and e-confirmations.

If you’re using the old site ‘client access’ the e-statement functionality will stop as of December 31st and you may want to consider switching to the new site.

In other exciting news Manulife Securities is finally rolling out e-document signing!

Going forward when we need to update something on your account you have the option of either a paper document or a virtual one.

If you select virtual,  you will receive an email with a link to your document which you access with a code provided by us that you’ll use to verify yourself.

 

The email you receive will look something like this:

A screenshot of a cell phone

Description automatically generated

Make sure to check your spam or junk files if it’s not in your main mailbox. Select review document,  enter the code we’ve sent you, verify the information and sign it using the docusign feature in the link.

Once you sign make sure to hit finish and the document will be sent back to us for a final review and then sent to our processing department.

This new process should hopefully reduce wait time on updating information that was previously hindered by long post turn around times. 

 Photo by Sharon McCutcheon on Unsplash