Managing Your Investments

Investment changes can be made online at mysunlife.ca/ubcfpp or through the Sun Life Financial Customer Care Centre at 1-844-UBC-3131.


Webcast: Navigating mysunlife.ca/ubcfpp (3:20 mins)

View a short webcast on how to navigate the main features of your online account.

View Webcast

You can also view a high-level map of the information available through your online account.


Managing Your Account Online

Below are some of the key things that you can do when you log into your account at mysunlife.ca/ubcfpp and within the my financial centre.

Task Navigation Path
Select and/or change your investments Requests > Change investments and follow the prompts

Make changes to your current investments or change how your future contributions will be invested

View transactions Quick Links > Transaction History > click the Details link

View transaction information for your account such as contributions, transfers-in’s, and withdrawals

Access tools and calculators Resource Centre > my money tools > click the Tools link

Access tools and calculators, including the Asset Allocation and Retirement Estimator Tools

View statements
/ opt out of paper statements
Quick Links > Statements / click on Change how often I receive a paper statement
View fee information Accounts > Account fees
Access Contribution Estimator (for Active members only) Requests > Contribute
Update your email address Deferred and RRIF/LIF-Type Payment members can update their email address by selecting Profile and clicking on the link by the email address field

Active members can update their email address through the UBC Faculty/Self Service Portal

Variable Payment Life Annuity members can manage their account through the Sun Life Financial Customer Care Centre

Update your mailing address RRIF/LIF-Type Payment members can update their mailing address by selecting Profile > Address Info

Active members can update their address through the UBC Faculty/Self Service Portal

Deferred members can update their address through the Sun Life Financial Customer Care Centre at 1-844-822-3131, select Option 2

Variable Payment Life Annuity members can manage their account through the Sun Life Financial Customer Care Centre

Designate or change your beneficiary  Designating your beneficiary

Visit the Designating your beneficiary page for information regarding designating or changing your beneficiary