Investment changes can be made online at mysunlife.ca/ubcfpp or through the Sun Life Client Care Centre at 1-844-UBC-3131.
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. Once you are logged in, under the Investments, select Manage Plan > my plan and then follow the navigation below.
| 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. Under Investments, select Manage plan > my plan > Make a change > 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:
Please note the following when making changes to your investments: Interfund transfers: Short-term trading fee |
| View transactions | Check on account > View transaction history
View transaction information for your account such as contributions, transfer-ins, and withdrawals |
| Access tools and calculators | Tools > select an option from the drop down
Access tools and calculators, including the Asset Allocation and Retirement Estimator Tools |
| View statements / opt out of paper statements |
To view your statement: Select Documents > Statements
To change your communication preference: Select Profile > Preferences |
| View fee information | Plan overview > Account fees |
| Access Contribution Estimator (for Active members only) | Put money in > 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 > Personal Info > Personal Information, or through the Sun Life Client Care Centre at 1-844-822-3131 > select Option 3
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 |