**CPP PORTAL IS NO LONGER COMPATIBLE USING INTERNET EXPLORER, PLEASE USE CHROME AS THE PREFERRED BROWSER**
Canada Protection Plan (CPP) is unique in that compensation/commission is generated out of two separate systems: CPP Portal for FYC and renewal commissions and WealthServ for bonus/override.
With two systems generating compensation, separate deposits are made to the advisor’s bank account with different codes used. They are as follows:
TPA/FLIC
If the policy number is DH/MH/CP/CS/CC/CT/ET the FYC and/or renewal commission statements can be found on the CPP Advisor Portal CPP Portal.
The FYC/Renewal deposits will show in your account as TPA FLIC
CDNPROTECTIONPAY
If the policy number is DH/MH/CP/CS/CC/CT/ET, the FYO (first year override) commission statements can be found on WealthServ or Bluesun.
The FYO deposits show in your account as CdnProtectionPlan.
The PIN for CPP WealthServ and Bluesun is 2416
If it’s a CPP A-Z product or Foresters product, the policy numbers will start with 49/101-AS/012-BB/012-BC and the commission statements for those products can be found on ezbiz, and once logged into ezbiz, navigate to Bluesky > Commissions.
CPP Portal - https://portal.cppadvisor.com/login
This system is only used for the commission statements (FYC and renewal commissions).
WealthServ - https://ins.wealthserv.com
You log into WealthServ to view your policies and access your First Year Override (Bonus) Commission paid reports.
The PIN for CPP WealthServ is 2416.
Once you have an active contract with CPP, your login credentials along with your advisor code will be emailed to you. See sample email HERE
Please click on the button below for step by step instructions on how to access your CPP Bonus commissions through WealthServ:
