Investors

Digital Wealth

For clients of our self-directed brokerage and digital advice solutions.

Qtrade Direct Investing
Qtrade Guided Portfolios

Advisory Clients

For clients dealing with an Aviso Wealth financial advisor.

Aviso Online

Investment solutions

For clients of NEI Investments’ comprehensive lineup of mutual funds and managed solutions.

Wealthlink.Investor

Advisors

Advisor Hub

The new central access point for advisors that offers a modern and intuitive experience with all the tools and resources they need.

Advisor Hub

Wealthlink.Advisor

For advisors that want to access their clients’ account information with NEI Investments.

Wealthlink.Advisor

knowledgeXchange

For Credential/Qtrade advisors that want access to business resources including tools, forms and information for their clients.

knowledgeXchange