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Investor

Digital Wealth

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

Qtrade
VirtualWealth

Advisory Clients

For clients dealing with a Credential or Qtrade financial advisor.

Credential Asset Management
Credential Securities
Qtrade Asset Management
Qtrade Advisor

Investment solutions

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

Wealthlink.Investor

Advisors

knowledgeXchange

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

knowledgeXchange

Wealthlink.Advisor

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

Wealthlink.Advisor