AdviceWorks Client Access

AdviceWorks Portal

Mayelana nalolu hlelo lokusebenza

Izwa ukuphathwa kokutshalwa kwezimali okungenamthungo nokunembile nomaphi lapho uya khona! Uhlelo lokusebenza lweselula lwe-AdviceWorks Client Access lwandisa ubuhlobo bakho bomuntu siqu nochwepheshe wakho wezezimali osebenzisana ne-Cetera, ukuhlinzeka ngamathuluzi okwenza izinqumo unolwazi.
Xhumana nochwepheshe wakho wezezimali ukuze uthole iziqinisekiso zokungena uma uyiklayenti lamanje elinama-akhawunti e-Cetera futhi ungenalo kakade igama lomsebenzisi nephasiwedi kusuka endaweni yedeskithophu.
Vula iqoqo lezici ezibalulekile:
• Hlala unolwazi ngedeshibhodi ekunikeza ukubuka konke okuphelele kwama-akhawunti akho kanye nokusebenza kokutshalwa kwezimali
• Thola ukuqonda mayelana nengqikithi yenani lakho, okuhlanganisa noma imaphi ama-akhawunti axhunyiwe avela kwezinye izikhungo zezezimali, inani lezindlu, nezinye izimpahla ezingezona eziwuketshezi
• Phatha kalula amadokhumenti ezezimali, okuhlanganisa nezitatimende ze-akhawunti, iziqinisekiso, nemibiko yokweluleka
• Finyelela endaweni evikelekile yedokhumenti yomuntu siqu ukuze ugcine amakhophi edijithali ayo yonke into kusukela ekubuyiselweni kwentela edlule kuya ezithombeni zomndeni ezithandwayo
• Phumula kalula ngokwazi ukuthi imininingwane yakho ivikelwe izinyathelo zokuphepha ezihamba phambili embonini kanye nokubethela, okuhlanganisa ukungena ngemvume nge-Face ID noma i-Touch ID.
• Dala ukuxhumana okulula nochwepheshe bakho bezezimali ngemininingwane yokuxhumana efinyelelekayo namandla okwabelana ngamadokhumenti
I-Cetera Financial Group® ibhekisela kunethiwekhi yamafemu okudayisa azimele ahlanganisa, phakathi kokunye, i-Cetera Advisors LLC, i-Cetera Advisor Networks LLC, i-Cetera Investment Services LLC (emakethwa njenge-Cetera Financial Institutions noma i-Cetera Investors), i-Cetera Financial Specialists. Wonke amafemu angamalungu FINRA / SIPC.
Abantu abaxhumene namafemu akwa-Cetera kungaba Abameleli Ababhalisiwe abahlinzeka kuphela ngezinsizakalo zokuthengisa futhi bathole isinxephezelo esisekelwe ekuhwebeni (amakhomishini), Abamele Abameluleki Bokutshalwa Kwezimali abanikeza kuphela izinsizakalo zokweluleka ngokutshalwa kwezimali futhi bathole izimali ezikhokhwayo ngokusekelwe ezimpahleni, noma bobabili Abameleli Ababhalisiwe kanye Nabamele Umeluleki Wokutshalwa Kwezimali, inganikeza zombili izinhlobo zamasevisi.

Yini entsha

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

-Minor bug fixes and small enhancements