Linked Accounts

See all your financial info in one place and become your best financial self. Track your saving, spending and how well your investments are doing. Make better informed decisions faster based on your financial snapshot.

Linked Accounts

See all your financial info in one place and become your best financial self. Track your saving, spending and how well your investments are doing. Make better informed decisions faster based on your financial snapshot.

Get your financial snapshot in 3 steps

Step 1

Link a bank or investment account you have at another financial institution to your Prospr profile. Your info is managed securely.

Step 2

Your financial info is gathered from the accounts you’ve linked. It happens automatically, saving you time searching for statements.

Step 3

Now that you have a more complete picture of your financial situation, you can start on your goals —pay down debt, spend less, or save to travel somewhere fun.

What’s in your financial snapshot?

Here’s what account info you share when you use Linked Accounts.

Bank accounts

Link your bank accounts to keep track of your saving and spending.
You share:

  • Account balance
  • Income, savings and spending transactions
  • Account details

Investment accounts

Always keep your finger on the pulse of your investments.
You share:

  • Account balance
  • Contribution and withdrawal history
  • Account type
  • Investment holdings

Bank accounts

Link your bank accounts to keep track of your saving and spending.
You share:

  • Account balance
  • Income, savings and spending transactions
  • Account details

Investment accounts

Always keep your finger on the pulse of your investments.
You share:

  • Account balance
  • Contribution and withdrawal history
  • Account type
  • Investment holdings

Manage Linked Accounts

Link accounts from a different financial institution to your Prospr profile. In your Prospr Financial Profile, select “Link Account”.

Get started with Linked Accounts

Your info is managed securely. The Prospr team has access to your information to help you build a relevant, financial roadmap based on your goals.

Exclude certain accounts, income or expenses from your profile:

  1. In your Prospr Financial Profile, find the item you want to exclude . 
  2. Select “Edit.” 
  3. Select “Exclude from Profile.”

Presto! That item will no longer be included in your roadmap or dashboard. The item will still be visible, but you’ll see the “Hidden from Profile” icon beside it.

Get started with Linked Accounts

Stop linking a financial institution:

  1. Go to the Linked Accounts section in your Prospr Financial Profile. 
  2. Select “Remove Connection” for the bank or investment provider you want to stop linking.

This will unlink that provider and delete all the associated log-in and account info from your Prospr Financial Profile.

Get started with Linked Accounts

Get the right advice with a Prospr advisor

Not sure where to go from here? Now that you have a financial snapshot, you’re ready to plan your goals with Prospr. Contact a Prospr advisor to get started.

Book an appointment

Prospr by Sun Life™ is a business division and trade name of Sun Life Financial Distributors (Canada) Inc. and Sun Life Financial Investment Services (Canada) Inc. Insurance products are distributed through Sun Life Financial Distributors (Canada) Inc. Mutual funds are distributed through Sun Life Financial Investment Services (Canada) Inc.  

Prospr by Sun Life™ is a trademark of Sun Life Assurance Company of Canada. © Sun Life Assurance Company of Canada.  All rights reserved. 

© Sun Life Assurance Company of Canada. All rights reserved.