# AdviceWorks® — Client Access > Client portal for managing finances, accounts, and documents with financial professionals. (iPhone/iPad app by Cetera Financial Group®, Inc..) - Source: https://appshunter.io/ios/app/adviceworks/id6466180905 (this page in markdown: same URL + `.md`) - Developer: [Cetera Financial Group®, Inc.](https://appshunter.io/developer/1313445777) - Category: Finance, Utilities - Price: Free - Rating: 3.70/5 from 128 App Store ratings · 28 written reviews indexed - Age rating: 4+ - Requires: iOS 16.4 · 45 MB - Languages: American English - Released: 2023-12-05 - Data updated: 2026-08-24 - Monetization: free - User reviews in markdown: https://appshunter.io/ios/app/adviceworks/id6466180905/reviews.md ## What is AdviceWorks®? Manage and view your full financial picture with the AdviceWorks app, available for clients with Cetera accounts. Experience seamless and intuitive control of your finances wherever you go! Our mobile app extends your personal relationship with your Cetera-affiliated financial professional, providing tools for greater collaboration. Contact your financial professional for access if you don’t already have a username and password. 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. ## Key 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 ## Recent user reviews (10 of 28) All indexed reviews: https://appshunter.io/ios/app/adviceworks/id6466180905/reviews.md ### 1/5 — STOP LOGGING ME OUT *2026-06-12* 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. ### 2/5 — Log in Difficult *2026-05-06* 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 ### 1/5 — Needs improvement *2026-01-05* 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. ### 1/5 — Not User Friendly *2025-09-25* 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. ### 1/5 — App is blank *2025-07-07* 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. ### 3/5 — Not updating balances *2025-05-31* Today is May 31 and my account balances have not updated since May 23. Come on, there are transactions every day and I just had a major sale I need the details of. Unacceptable. ### 5/5 — Works well *2025-03-21* The app works like it should. ### 1/5 — AdviceWorks was completely offline, but now it does not reflect correct data! *2025-03-08* 07 MAR 2025: AdviceWorks does not reflect current account status. My account status on a Financial Company is $X, but on AdviceWorks it is shown as $Y. And $Y is <<< $X! How difficult can this be? I sincerely hope that you did not outsource your software development effort to EM and his Clowns! On 28 FEB 2025 the app and website are completely offline! I did not receive an email letting me know that you were going offline. How long will you be offline? Did you experience a data breach? Were you hacked and being held ransom? You definitely need to get a better DevOps Team. This is not the way to update an app (and the corresponding website)! **Developer response:** We value your feedback and are continually looking for ways to improve your mobile experience. Your comments have been reviewed by the product team and will help inform future enhancements. ### 1/5 — AdviceWorks is completely offline !!! *2025-03-01* On 28 FEB 2025 the app and website are completely offline! I did not receive an email letting me know that you were going offline. How long will you be offline? Did you experience a data breach? Were you hacked and being held ransom? You definitely need to get a better DevOps Team. This is not the way to update an app (and the corresponding website)! **Developer response:** We value your feedback and are continually looking for ways to improve your mobile experience. Your comments have been reviewed by the product team and will help inform future enhancements. ### 1/5 — Sooo Very Bad. *2025-01-28* Nearly completely useless. Worse, by far, than using the website. My total balance is not accurately reported, just an approximate rounded up number. There has been essentially no change in this app. There is no Advice and it barely does any work. The app doesn’t show balance changes well. It is so useless that I am considering moving my money to a major financial institution. ## Frequently asked questions about AdviceWorks® ### 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. ## Version history (last 5 releases) ### 2.1.1 — 2026-08-20 We've enhanced app security with updates to authentication and login protection. You may notice a few minor changes during your first sign-in, including updates to Face ID and Touch ID setup. ### 2.1.0 — 2026-07-21 We're continually working to improve your app experience. The latest version includes: -Bug fixes and small enhancements ### 2.0.34 — 2026-06-30 We're continually working to improve your app experience. The latest version includes: -Bug fixes and small enhancements ### 2.0.33 — 2026-05-04 We're continually working to improve your app experience. The latest version includes: -Bug fixes and small enhancements ### 2.0.32 — 2026-04-06 Improved notifications for a clearer, more actionable experience, along with minor bug fixes and enhancements. ## Apps similar to AdviceWorks® | App | Rating | Price | Category | | --- | --- | --- | --- | | [Wealthscape Investor℠](https://appshunter.io/ios/app/wealthscape-investor/id1250464115) | 4.7 (18,859) | Free | Finance | | [MyRepChat](https://appshunter.io/ios/app/myrepchat/id1242548974) | 2.8 (45) | Free | Finance | | [NetXInvestor™ Mobile](https://appshunter.io/ios/app/netxinvestor-mobile/id784595887) | 1.8 (366) | Free | Finance | | [Jump AI](https://appshunter.io/ios/app/jump-ai/id6475781425) | 4.9 (1,499) | Free | Finance | | [NetX360® Mobile](https://appshunter.io/ios/app/netx360-mobile/id871993127) | 2.0 (75) | Free | Finance | | [AssetMark Mobile](https://appshunter.io/ios/app/assetmark-mobile/id6444897305) | 2.2 (48) | Free | Finance | ## More apps by Cetera Financial Group®, Inc. - [Connect@Home](https://appshunter.io/ios/app/connecthome/id1527889745) - [Cetera Events](https://appshunter.io/ios/app/cetera-events/id6755811824) All apps by Cetera Financial Group®, Inc.: https://appshunter.io/developer/1313445777 ## Related topics [adviceworks](https://appshunter.io/ios/topics/adviceworks) · [cetera](https://appshunter.io/ios/topics/cetera) · [adviceworks client access](https://appshunter.io/ios/topics/adviceworks-client-access) · [citera](https://appshunter.io/ios/topics/citera) · [yellow cardinal advisory group](https://appshunter.io/ios/topics/yellow-cardinal-advisory-group) · [app advisory](https://appshunter.io/ios/topics/app-advisory) · [eadvisr](https://appshunter.io/ios/topics/eadvisr) · [cefa app](https://appshunter.io/ios/topics/cefa-app) --- *Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-08-24.*