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Contributions, withdrawals and fund changes

Take out money or change your fund lineup in accounts you set up through your advisor

Contact your advisor directly. Do you need your advisor’s phone number or email address? Go to Find an advisor and enter your advisor’s last name.

You can also call the Customer Care Centre at 1-877-SUN-LIFE (1-877-786-5433), Monday to Friday, 8 a.m. to 8 p.m. ET.

Take out money, or change your fund lineup or put money into accounts set up through your employer

Take out money:

  • Call the Customer Care Centre at 1-866-733-8612, Monday to Friday, 8 a.m. to 8 p.m. ET.

Change your fund lineup:

  1. Sign in to mysunlife.ca.
  2. Under Investments, click my financial centre.
  3. Under Requests, choose Change investments.

Not registered yet? Take a few minutes to register now. You can also call the Customer Care Centre at 1-866-733-8612, Monday to Friday, 8 a.m. to 8 p.m. ET.

Remember to have your registered email address and password ready to enter into our automated telephone system.

Put money into your account:

  1. Sign in to mysunlife.ca.
  2. Under Investments, click my financial centre.
  3. Select Make a contribution.

You can also put money into your account with our mobile app by setting your investment instructions. Download the my Sun Life mobile app.

Take out money or change your fund lineup in your Group Choices plan

Call the Client Solutions Centre at 1-877-893-9893, Monday to Friday, 8 a.m. to 8 p.m. ET. Be sure to have your registered email address and password ready for our automated telephone system.