Investment changes can be made online at mysunlife.ca/ubcfpp or through the Sun Life Client 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.
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 Please note the following when making changes to your investments: Interfund transfers: Short-term trading fee |
| 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 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 the UBC Faculty/Self Service Portal 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 |