Financial advisor access to investor information
has been improved!
We've listened to what’s important to you. Login Now!
We have updated AEI’s online experience
to make it easier for you to access
investor information, support materials
and other tools you need to support
your practice. The most important
information, front and center!
Easier access to investor information, current
offering documents, support materials, new
tools and more!
- Go to Financial Advisor login located under the Advisor/
Investor Login & Forms tab on the menu bar
- Use your AEI Internal ID Number and password to login.
- If you do not know your AEI Internal ID Number, contact
AEI Financial Services at 800-328-3519. If you have
forgotten your password, you may reset it.
The updated look features easier navigation and
quick access to the tools you use on a daily and
- New and simplified navigation
menus help you find everything
you need in just a click or two.
- Easy to find current offering
Want to generate reports and presentation materials for
your next investor meeting ASAP? Quick Prep! allows
you to obtain the documents you need in one step.
It's that simple.
- QuickPrep! - includes all materials needed for comprehensive
Fund reviews – show me!
- QuickPrep! - Print quarterly statements for investors with
one click! – show me!
- Your one location for: Investor statements, distribution
summaries and reports, K-1’s and tax reporting information,
annual reports, Fund overviews, current Fund offering
documents, Add-on Form and more!
Help your practice grow with AEI's new
PIG/PAL Optimal Investment Calculator.
- Easy to use tool that allows you to estimate the optimal
investment amount in an AEI Fund needed to off-set passive
losses from other investments to produce fully non-taxable
income – Login Now!
- The PIG/PAL Optimal Investment Calculator creates
customized reports for you and your investors.