AdviceWorks Client Access

AdviceWorks Portal

About this app

Experience seamless and intuitive investment management wherever you go! The AdviceWorks Client Access mobile app extends your personal relationship with your Cetera-affiliated financial professional, providing tools for informed decision-making.
Contact your financial professional for login credentials if you’re a current client with Cetera accounts and don’t already have a username and password from the desktop platform.
Unlock a suite of essential features:
• Stay informed with a dashboard offering a comprehensive overview of your accounts and investment performance
• Gain insight into your total net worth, including any linked accounts from other financial institutions, home valuation, and other non-liquid assets
• Effortlessly manage financial documents, including account statements, confirms, and advisory reports
• Access a secure personal document vault to store digital copies of everything from past tax returns to cherished family photos
• Rest easy knowing your information is safeguarded by industry-leading security and encryption measures, including login with Face ID or Touch ID
• Foster easy communication with your financial professional through accessible contact details and document sharing capabilities
Cetera Financial Group® refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), Cetera Financial Specialists. All firms are members FINRA / SIPC.
Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

Ratings and reviews

Constantly buggy. I have only been able to sign in a few times successfully. Usually a notice saying there's an issue and to try logging in later pops up. Tried resetting my password a couple times to see if that helps. Will sometimes tell me there isn't an account associated with my email. It's literally always something. Would be great if it just worked all of the time.

Absolutely Fantastic Service & Friendly staff with this app! I have really had to thank my new banker! I love it!

Horrible..just Horrible

What's new

We're continually working to improve your app experience. This update includes:
-Additional account types are now eligible for mobile check deposits
-Account activity now includes contributions, distributions and dividend or interest payments for all investment accounts
-Minor bug fixes and improvements