AdviceWorks®

AdviceWorks®

Client Access

124 ratings
28 reviews
Free

Details

  • Released
  • Updated
  • December 5, 2023
  • June 30, 2026
AdviceWorks® screenshot #1 for iPhone
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About

Manage your complete financial overview on the go. This app offers tools for seamless control, enhanced collaboration with your financial professional, and secure document storage. Stay informed about your accounts, net worth, and performance with intuitive features.

Comprehensive account overview dashboard
Net worth tracking with linked accounts
Secure document vault for statements and reports
Face ID/Touch ID login for enhanced security
Direct communication and document sharing with advisor
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What's New in AdviceWorks®

2.0.34

June 30, 2026

We're continually working to improve your app experience. The latest version includes: -Bug fixes and small enhancements

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User reviews

STOP LOGGING ME OUT

good lord this app is HORRIBLE! my financial advisor switched to cetera from LPL and every time i close the app, it logs me out and even with biometrics says my
password is never correct upon re-entry. i have reset my password at least five times today alone. get this fixed! I'm about to pull my investments and put them somewhere else because of this, it is RIDICULOUS.
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Log in Difficult

App is not too bad after you get logged in. Problem with this app is you’re required to provide a multi character password for security which is great but you cannot use a password autofill device to enter it at log in because Advice Works tells you you’ve entered it wrong. However, when you type in the exact same password, you can log in. App needs to allow user to use a password program to enter your info
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Needs improvement

No historical charts of balance or asset performance. Does not automatically pick up SMS with code. Does not link to eMoney like the website version does. Provides no value over WealthScape app. No stock lookup. No way to change password.

Not User Friendly

This financial app is the worst I have ever used. Fidelitys app is far superior. I can’t open this AW app and immediately see my total account amount and the days loss or gain. I hate the tiny fine print and faded pastel colors. Total thumbs down.

App is blank

I am unable to attach screen dumps.
I have my AdviceWorks account finally set up.
Remember, I deleted, restarted my phone, reloaded the app, still nothing but a blank screen wants it loads.
The only place I can log into my account is if I’m on a computer.
There’s no one I can contact no App Support nothing.
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Developer apps

FAQ

What does the AdviceWorks app do?

The AdviceWorks app allows clients with Cetera accounts to manage and view their full financial picture. It provides tools for seamless control of finances, collaboration with financial professionals, and secure storage of financial documents.

What are the key features of AdviceWorks?

Key features include a dashboard for account overviews and investment performance, net worth tracking including linked accounts and home valuation, effortless management of financial documents like statements and reports, and a secure personal document vault for storing important files. It also offers secure login options like Face ID or Touch ID and communication tools with financial professionals.

Is AdviceWorks free to use?

Based on the provided information, the app is available for free to clients with Cetera accounts. There is no mention of subscription fees or in-app purchases for core functionality.

Who is the target audience for AdviceWorks?

This app is designed for clients of Cetera-affiliated financial professionals. It aims to provide them with enhanced control over their finances and a more collaborative relationship with their advisor.

How does AdviceWorks ensure security?

The app utilizes industry-leading security and encryption measures to safeguard user information. This includes secure login options such as Face ID or Touch ID, providing peace of mind for users managing their sensitive financial data.