For clients of our self-directed brokerage and digital advice solutions.
For clients dealing with a Credential or Qtrade financial advisor.
Credential Asset Management
Qtrade Asset Management
For clients of NEI Investments’ comprehensive lineup of mutual funds and managed solutions.
For Credential/Qtrade advisors who want access to business resources including tools, forms and information for their clients.
For Qtrade advisors who want access to tools, forms and information for their clients.
For advisors that want to access their clients’ account information with NEI Investments.