AdviceWorks® User Reviews

Name: AdviceWorks®
Rating: 3.73387 (124 reviews)

AdviceWorks®

Cetera Financial Group, Inc.

🔧 Utilities

💰 Finance

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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.

edgydyl

a month ago

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

CDMRG

2 months ago

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.

ANicknameRequired1

6 months ago

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#1

10 months ago

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.

All Others Taken48

a year ago

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.

Danpopbradley

a year ago

Works well

The app works like it should.

Alexander Fitch

a year ago

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)!

AppleDVG001

a year ago

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)!

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.

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

Help 2025

a year ago

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_o

2 years ago

BAD APP.

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

THE "JOEJOE"

2 years ago

Good Work!

I’ve been so excited for Cetera to release an app for Adviceworks, and it is finally here! Navigation is intuitive and straightforward. You do not have to be a tech expert to navigate. My favorite part about the app is the ability to use Face ID for the login. Awesome job Cetera! Can’t wait to see what comes next!

Anoosdestroyer

2 years ago

⭐⭐⭐ but there is potential.

The AdviceWorks app is functional but falls short of its potential. While it allows clients to link accounts and upload documents, it lacks key features available in the web browser version. Being unable to organize accounts, review cash flows, and other important financial tools in the app is a significant pain point for my clients. Most of them end up bypassing the app altogether and using their mobile browsers, which is not ideal and detracts from the overall experience. If these features were integrated, the app would be far more useful, and my clients wouldn't be tempted to switch to better budgeting apps.

Thee OG

no / noIn-App Purchase

free / freePrice

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