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Investors

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

For clients dealing with an Aviso Wealth financial advisor.

Aviso Online

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

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

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