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Investors
Digital Wealth
For clients of our self-directed brokerage and digital advice solutions.
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.
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.
Wealthlink.Advisor
For advisors that want to access their clients’ account information with NEI Investments.
knowledgeXchange
For Credential/Qtrade advisors that want access to business resources including tools, forms and information for their clients.