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Temporary NSI Intranet

For Nelson Securities Employees Only. This page is for temporary use by NSI Employees while our Intranet is down. Do not share this page/link with clients. 

Below are downloadable kits and service forms that are used most often. If there is a form you would like added, email Shyla or Jeff. 


Managed Account Kits

WAM Kit

eSAM Kit

NCA Kit


Model Change Forms

WAM/eSAM model change

NCA model change


Fee Amendment

Fee Amendment Form


TDA Required Disclosures

TDA Advisor Disclosure Docs

TDA Custodial Account Agreement


Annuity Asset Management Accounts

AAM Kit

Standard Annuity Kit


Direct Funds

Direct Funds Kit


529 Plans

529 Plan Kit


General Service Forms

Change of Address


AA Mobile