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Repsource > Support Centre

How to update your profile

Keep your Repsource profile up-to-date
Review your Repsource profile regularly to ensure that both your information and your clients’ information remain well secured.   An up-to-date profile also makes it easier to do business with Manulife.

To review or update your Repsource profile, click on Profile then Update profile at the top right corner of your screen.

Screenshot of the Update Profile section

 Review or update business contact information

To review and update your business contact information click on the Personal Information tab.

Please note: To update the registered address for Manulife Securities dealer rep codes, please email mls_registrations@manulife.com for further direction as additional steps are required.

Print materials ordered from Repsource are mailed to the business address listed in your Repsource profile so it’s important to keep this information up-to-date.

Your current email address is required to receive regular email updates including when something new is in your Repsource Secure Inbox.

Screenshot of the Business Contact Information section

 Control the frequency of Repsource emails

Repsource can automatically send nightly emails to notify you of new activity within Repsource, including when notifications and statements are available. You can control the frequency of these emails by adjusting your Account preferences.

Screenshot of the Account Preference section

 Control access to your clients’ information

As an advisor, you can grant permission for others (e.g. your marketing assistant or support staff) to view and manage your client information on your behalf. To do so, complete the Client data access section of your profile.

In order to grant permission to another individual, they are required to register for Repsource and obtain confirmation of their Repsource User ID or username.  This information will be required prior to submitting your request.  It is important to regularly review who has access permission in order to protect the integrity of your clients’ data.

Screenshot of the Client Data Access section


Marketing assistants can request access to their advisors’ client information

To be granted access to client information, including statements, confirms and notifications please have your advisor complete the Client data access section in their profile. 

 Control access to your compensation information

As an advisor, you can grant access permission for others (e.g. your marketing assistant or support staff) to view your compensation information, including statements and FasatWeb. To do so, complete the Compensation information access section of your profile. In order to grant permission to another individual, they are required to register for Repsource and obtain confirmation of their Repsource User ID or username. This information will be required prior to submitting your request.  It is important to regularly review who has access permission in order to protect the integrity of your compensation data.

Screenshot of the Compensation Information access section

 Confirm your profile

Once you have completed your profile review or update, you will be required to confirm the profile information is current and accurately reflects your business contact information, access provisions and account preferences.  Check the “I agree” box and click Save to exit.

Screenshot of the Repsource user authorization section


Questions
If you require technical assistance please call 1-800-667-4266 or email dtsc@manulife.com.

If you are unsure who currently has access permission to your clients’ information or your compensation information, please call 1-800-838-7770. If you are contracted with an MGA or National Account, please contact your back office for assistance.

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