I am a financial advisor looking for my client account information


Click here to access Advisortrax, an online tool for advisors to view their clients' account information.

I am an investor looking for my investment account history


Click here to access Investortrax, an online tool for investors to view their own accounts.

NEI Advisor Site Benefits

In addition to account information via Advisortrax, the NEI Advisor Site provides you access to client service information and our full suite marketing and sales tools to help you grow your business. It includes:

  • The latest news and features for advisors
  • NEI Mutual Funds and Select Portfolios sales support tools
  • Investor tools to help talk about Responsible Investing and the markets
  • Download CE credits earned at NEI events

Having trouble creating an account? Email us or call at 1888 809-3333.