AdviceWorks Client Access

3.3
39 reviews
10K+
Downloads
Content rating
Everyone
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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.
Updated on
Jul 25, 2025

Data safety

Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region, and age. The developer provided this information and may update it over time.
No data shared with third parties
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No data collected
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Ratings and reviews

3.2
38 reviews
Alisa Fowler
February 29, 2024
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.
9 people found this review helpful
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Luca Rescigno
January 9, 2025
Pretty bad. Biometric unlock doesn't do anything. Linking an outside account only lets you see your "net worth" but doesn't do anything else, and there's no way to unlink an external account. The platform overall is unintuitive and gives the user almost zero control over anything. This might be a limitation of the product rather than just the app - all transactions must be made through a financial manager. You don't really control your assets through Pershing.
4 people found this review helpful
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AdviceWorks Portal
January 30, 2025
Thank you for reaching out. We would appreciate the opportunity to resolve any issues that you are experiencing. Please contact our experts at 800-443-6380 or provide an email address so we can get in touch.
Mike Matt
July 1, 2025
Pretty terrible app. Biometrics constantly fail and have to be renewed, weird bug codes, app crashes. Pretty scary that a company managing your retirement accounts cant get a freaking app to work properly.
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What’s new

We're continually working to improve your app experience. The latest version includes:

-Minor bug fixes and small enhancements

App support

Phone number
+18884436380
About the developer
Cetera Financial Group, Inc.
adviceworksvendoradministration@cetera.com
655 W Broadway FL 11 San Diego, CA 92101-8487 United States
+1 412-805-6939