Client Support

Committed to your clients

Your clients matter to you. They matter to us too.

To deliver a seamless experience, Aviso offers a variety of client services that complement the exceptional service you already provide your clients.

Access to investment accounts online

Clients can access their accounts online 24/7 through Credential Online for an up-to-date snapshot of their portfolio. Available account information includes transaction history, balances, holdings, and trade confirmations.

Comprehensive statements with eDelivery option

Statements are comprehensive yet easy-to-understand. Clients can choose to receive them in the mail, or sign up for electronic access to monthly, quarterly and annual statements and tax slips through Credential Online.

Exceptional client care

With an in-depth understanding of the wealth business, our Client Care team is well-equipped to address inquiries from your clients. Leveraging a state-of-the-art call tracking system and skill-based call routing technology, the Client Care team delivers consistent, top-quality service.

Credential

Service Centre
Mon – Fri. 6 am to 5 pm PT
service@credential.com
604.714.3800
Fax 604.714.3801
Toll Free 1.855.714.3800

Qtrade

Qtrade Client Support
Mon – Fri. 5.30 am to 5 pm PT
info@qtrade.ca
604.605.4199
Fax 604.484.2627
Toll Free 1.877.787.2330

Qtrade Guided Portfolios
Guidedportfolios@qtrade.ca
Toll Free 1.844.622.4500

NEI Investments

NEI Client Services
Mon – Fri. 8.30 am to 8 pm ET
NEIclientservices@neiinvestments.com
416.594.6633
Fax 416.594.3370
Toll Free 1.888.809.3333

Transaction Processing Inquiries
Attn: Administration for NEI Investments
1 Complexe Desjardins P.O. Box 34
Montreal, QC H5B 1E4
Fax 1.877.814.6115

RESP & Group RSP Inquiries
700-1111 West Georgia Street
Vancouver, BC V6E 4T6
Fax 1.604.683.2538

Regional Sales

Toronto Head Office
151 Yonge Street, Suite 1200
Toronto, ON M5C 2W7
416.594.6633
Fax 416.594.3370
Toll Free 1.888.809.3333
Toll Free Fax 1.888.809.4444

Quebec and Eastern Region
2410-1800 McGill College Avenue
Montreal, QC H3A 3J6
514.286.3292
Fax 514.286.3489
Toll Free 1.877.906.3332
Toll Free Fax 1.800.254.9332

Western Region
700-1111 West Georgia Street
Vancouver, BC V6E 4M3
604.633.0615
Fax 604.633.0619
Toll Free 1.866.888.0615

Client Concerns

If you’re not satisfied with your experience with us, please let us know.
More information on what steps you can take.

Accessible documents

Upon request, Aviso will provide an accessible format of PDFs in a timely manner.
Please contact our Accessibility Officer with your request.