We introduced the My Team tab to give you visibility into your team – whether you’re an advisor, assistant, or part of a firm’s back office. On the chart you will see the Advisor Rep code(s) and Branch code(s) related to your block of business, or the business you support as an assistant or back-office staff.
Your view of the My Team tab is dependent on your role and relationship with Sun Life. For that reason, not all screenshots or functionality we go through below are the same for all users. With that in mind, please use this aid as a guideline, but refer to your own profile for your specific experience.
If you need additional support with your access and what you’re seeing on the My Team tab, please reach out to firstname.lastname@example.org.