Managing Your Investments

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

 my Sun Life Login


Online Roadmap: How to navigate mysunlife.ca/ubcfpp

View a high-level map of the information available through your online account


How to change your investments online

Need help with changing your investments online? Follow the step-by-step instructions in the How to change your investments online guide.


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 Investment changes can be made online by signing in to your FPP account at mysunlife.ca/ubcfpp.  Within my financial centre, on the top navigation bar, select Requests > Change investments and follow the prompts.  Alternatively, investment changes can be made over the telephone through the Sun Life Client Care Centre at 1-844-822-3131, and select:

  • Option 2 for UBC Faculty Pension Plan Accounts, or
  • Option 3 for RRIF/LIF-Type Payment Accounts.

Please note the following when making changes to your investments:

Interfund transfers: Short-term trading fee
A 2% fee may be charged when you initiate an interfund transfer into a fund followed by an interfund transfer out of the same fund within 30 days. This is known as short-term trading. Other than the short-term trading fees, there are no fees for buying, selling or switching funds. This fee does not apply to guaranteed investments or the UBC FPP Short Term Investment Fund. For further details, please refer to the Sun Life Short-term Trading Policy Q&A.

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 Workday

Variable Payment Life Annuity members can manage their account through the Sun Life Client 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 Workday

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

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

Designate or change your beneficiary  Designating your beneficiary

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