Help centre

Registering for the NEI website gives you access to advisor-only sales tools and content designed to help you manage your clients/practice and have deeper, more informed responsible investing conversations with your clients and prospects. NEI’s website also offers you a more personalized experience through the Advisor Dashboard that provides links to your most used content, popular sales tools, and contact details about your NEI Sales team. Registered advisors can also access online events and a history of CE credits earned by attending NEI events, both live and in person.

Financial professionals including registered advisors, assistants, branch managers, and analysts. While you do not require a dealer rep code to register, you must register with your work email address (personal email addresses hosted from Gmail, Hotmail, Outlook, and others will not work).

You will no longer be able to access your old account. Any accounts created from the previous NEI website will not provide access to the new NEI Advisor experience on the new website. If you previously had an account, you will need to re-register on the new website.

The new NEI website has a new registration and authentication method that uses multi-factor authentication, a security enhancement that is common today and will be familiar to most users. As part of this update, you will now be able to self-manage your profile and password for enhanced security and accessibility. This means that only you will know your password and can make changes to it.

Advisors and financial professionals who do not register on the new NEI website will have the same level of access to the website that investors and the general public have. This includes access to fund prices and performance, information about NEI’s unique approach to responsible investing, investor-friendly marketing materials, financial calculators, educational content on responsible investing and more.

However, if you do not register, you will not be able to access advisor-only content and marketing materials; earn new CE credits or manage your existing CE credits; view or register for upcoming NEI events; and access other “advisor-only” functionality. 

No, the launch of the new NEI website will have no impact on the WealthLink for advisors or investors. Users with access to WealthLink will continue to access that site using their existing credentials.

The CE credits you’ve earned over the for the last two years will be migrated to the new site. Assuming you register for the new website with same email address as you used on the old NEI website, your credits will be immediately available to you.

If you are registering with a different email address, your CE credits will not be linked automatically. In this case, contact NEI Client Services at NEIclientservices@NEIinvestments.com or 1 888 809-3333 and let them know what email you used on the old site. Our team will make the updates and your CE credits will appear in 5-7 days.

If your email address has changed (due to a company change or your company has updated their email address), we ask that you contact NEI Client Services at at NEIclientservices@NEIinvestments.com or 1 888 809-3333 to provide the new details to our team. We will make the changes to your profile and confirm to you when they have changed. Once the update to your username/email address has been completed, you will be able to access the website using your new email address and the password that you had in place previously.

For more information on registering for the NEI Investments website, you can contact NEI Client Services at NEIclientservices@NEIinvestments.com or 1 888 809-3333. Remember, to register for the NEI website, you must be a financial professional (financial advisor, assistant, manager, analyst or similar role), and have a corporate email address. Gmail, Hotmail, and other similar free e-mail addresses will not be accepted.