1. Home
  2. 💰 Finance
  3. AdviceWorks®
  4. Reviews

AdviceWorks® User Reviews

AdviceWorks®
AdviceWorks®
Cetera Financial Group®, Inc.
🔧 Utilities
💰 Finance

Customer Experience

Positive experience16.1% of reviews
Neutral16.1% of reviews
Negative experience67.7% of reviews

~ Based on 31 written reviews from the US App Store.

Is AdviceWorks® Safe?

AdviceWorks® appears mostly safe based on user ratings. AppsHunter Safety Score for AdviceWorks® is 73/100.

This assessment is based on 139 user ratings, with an App Store average of 3.7/5.

Safety Analysis

64.0% of ratings point to a safe experience
8.6% of ratings suggest some concerns
27.3% of ratings point to a risky experience

~ Based on 139 App Store ratings for AdviceWorks®.

Is AdviceWorks® Legit?

AdviceWorks® appears to be a legitimate app. AppsHunter Legitimacy Score for AdviceWorks® is 95/100.

Based on 95 of 100 points across 7 verification signals from App Store and developer data.

Top reviews

Most RecentHighest RatedLowest Rated

Not working

After last update it not logging in anymore
A ConnoisseurA Connoisseur

Not secure

The app did an update that requires you to turn off privacy settings in safari to be able to log in. Their rep told me that if your account is locked, you can just use the reset password option which will automatically unlock the account (which seems like a major security concern). And when I pointed this out I was told I could send my complaint to my financial advisor. So they couldn’t take that valid complaint.
Show more
Anti-CeteraAnti-Cetera

Nothing under the hood.

My trades don’t show until two days afterwards at times. Holdings are frequently missing. You also can’t download your cost basis in the app.
SeenotaraSeenotara

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.
Show more
edgydyledgydyl

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
Show more
CDMRGCDMRG

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.
ANicknameRequired1ANicknameRequired1

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.
Peterbilt#1Peterbilt#1

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.
Show more
All Others Taken48All Others Taken48

Not updating balances

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.
DanpopbradleyDanpopbradley

Works well

The app works like it should.
Alexander FitchAlexander Fitch

AdviceWorks was completely offline, but now it does not reflect correct data!

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)!
Show more
AppleDVG001AppleDVG001

Response from developer

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.

AdviceWorks is completely offline !!!

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)!
Show more
AppleDVG001AppleDVG001

Response from developer

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.

Sooo Very Bad.

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.
Show more
DrRickNilesDrRickNiles

App update

Where is the freaking update!
BLKSHRKBLKSHRK

Response from developer

Thank you for reaching out. The AdviceWorks mobile app was temporarily unavailable on the morning of 1/25 as our teams were performing scheduled updates before the new version was published. If you continue to experience any issues updating or accessing the app, please contact our help desk at 800-443-6380. We apologize for any inconvenience caused.

Update

Says update the app in order to log in. I updated the app and it still says it requires an update. Have closed and gone back in several times. Not a good look for clients.
Mike Mc16Mike Mc16

Response from developer

Thank you for reaching out. The AdviceWorks mobile app was temporarily unavailable on the morning of 1/25 as our teams were performing scheduled updates before the new version was published. If you continue to experience any issues updating or accessing the app, please contact our help desk at 800-443-6380. We apologize for any inconvenience caused.

This app

This app asked to update but when you press update, it just goes to open and says must update so can’t get it to update?
Can’t open it to see my account do to it
Not updating
KMG1955KMG1955

Response from developer

Thank you for reaching out. The AdviceWorks mobile app was temporarily unavailable on the morning of 1/25 as our teams were performing scheduled updates before the new version was published. If you continue to experience any issues updating or accessing the app, please contact our help desk at 800-443-6380. We apologize for any inconvenience caused.

Not working

Not working after updating
faifneu kefaifneu ke

Response from developer

Thank you for reaching out. The AdviceWorks mobile app was temporarily unavailable on the morning of 1/25 as our teams were performing scheduled updates before the new version was published. If you continue to experience any issues updating or accessing the app, please contact our help desk at 800-443-6380. We apologize for any inconvenience caused.

BAD APP.

Constant problems logging on.Have to constantly reset phone to log on.Format lacking,not as good as Raymond James .
THE "JOEJOE"THE "JOEJOE"

Won’t work

Says needs updated but when I try to it says it doesn’t need it. Cant log In
Help 2025Help 2025

Response from developer

Thank you for reaching out. The AdviceWorks mobile app was temporarily unavailable on late on 1/24 and early on 1/25 as our teams were performing scheduled updates before the new version was published. If you continue to experience any issues updating or accessing the app, please contact our help desk at 800-443-6380. We apologize for any inconvenience caused.

App ERROR 2

App crashes every time I open it but it’s great otherwise
aadree_oaadree_o
Jump AI
Jump AI

AI for wealth managers

💰 Finance

(1.6K)

Free

AdviceWorks® vs Jump AI

3.7 / 4.9Score
no / noADS
no / noIn-App Purchase
free / freePrice
NetXInvestor™ Mobile
NetXInvestor™ Mobile

by Pershing, LLC

💰 Finance

(367)

Free

AdviceWorks® vs NetXInvestor™ Mobile

3.7 / 1.8Score
no / noADS
no / noIn-App Purchase
free / freePrice
MyRepChat
MyRepChat

Compliant Text Messaging

💰 Finance

(50)

Free

AdviceWorks® vs MyRepChat

3.7 / 2.7Score
no / noADS
no / noIn-App Purchase
free / freePrice
Wealthscape Investor℠
Wealthscape Investor℠

by National Financial Services LLC

💰 Finance

(19K)

Free

AdviceWorks® vs Wealthscape Investor℠

3.7 / 4.7Score
no / noADS
no / noIn-App Purchase
free / freePrice
NetX360® Mobile
NetX360® Mobile

by Pershing, LLC

💰 Finance

(75)

Free

AdviceWorks® vs NetX360® Mobile

3.7 / 2.0Score
no / noADS
no / noIn-App Purchase
free / freePrice
AssetMark Mobile
AssetMark Mobile

by ASSETMARK, INC.

💰 Finance

(48)

Free

AdviceWorks® vs AssetMark Mobile

3.7 / 2.2Score
no / noADS
no / noIn-App Purchase
free / freePrice
See more
See similar apps