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Investor

Digital Wealth

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

Advisory Clients

For clients dealing with a Credential or Qtrade financial advisor.

Investment solutions

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

Advisors

knowledgeXchange

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

AdvisorWeb

For Qtrade advisors who want access to tools, forms and information for their clients.

Wealthlink.Advisor

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