My Advisor Dashboard - Introducing a NEW design with easier access to popular features

Insurance & Investments
Simple. Fast. Easy.^® 

We've refreshed My Advisor Dashboard to enhance your user experience by providing improved navigation to some of the most frequently used content, leveraging best practices included in the recent changes to our website.

Enhanced Navigation
The new top-drawer navigation allows easy access to popular features like making client address changes, segregated fund deposits, changing juvenile policies or making Investment switches. You can also get quick access to forms & applications, the tax centre and documents. In each drawer, buttons link directly to popular platforms such as Fast & Full or our Illustrators.

Quick access

On the left side, the Quick Links section includes links to your favourite platforms and tools. And if you want to see the status on any in-progress apps or any outstanding requirements check out the middle section from the home page. And on the right, you'll find the Business Support section where you can easily conduct client and policy searches.

eSignature forms

Under the forms & applications tile, we now have over 5 e-signature forms that you can access directly from the top navigation when you can't meet face-to-face with your clients. Whether it's a beneficiary change, transfer of ownership, or investment change now you can do it all online.

Check out the video below to see an overview

of the new My Advisor Dashboard design

Did you know?

Here are some of the top things you can do today on the My Advisor Dashboard:

1. Check the status of new Insurance applications from the home page or even resume saved Fast & Full applications
2. Change a client's address online
3. Access client, policy searches and other popular reports from the Business Centre
4. Make segregated fund deposits online
5. Make beneficiary changes online using the D-0017 eSignature form

Not registered yet?

My Advisor Dashboard can make your life easier with real time application statuses and self-service transactions, and we continue to enhance it with features that you have been asking for. Get registered now

We're here to help

If you have questions, please reach out to Customer Service team at 1800 536-7683 or investment@empire.ca or insurance@empire.ca.

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