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Investment professionals are not authorized to use the Site Content with the general investing public. By accessing the NEI Advisor Website and any marketing materials on the site, you agree that you will not share "ADVISOR USE ONLY" marketing content with the general investing public.
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Advisortrax
Click here to access Advisortrax, an online tool for advisors to view their clients' account information.
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Investortrax
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
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