AdviceWorks Client Access is a finance app developed by AdviceWorks Portal.
Download Statistics
AdviceWorks Client Access has been downloaded 37 thousand times. In the last 30 days, the app was downloaded 1.3 thousand times.
User Ratings
AdviceWorks Client Access is rated 3.41 out of 5 stars. The rating is based on 59 ratings.
App Information
AdviceWorks Client Access is FREE to download. The last update was on December 7, 2023.
Technical Requirements
The app has a content rating of Everyone. The app has been available on Google Play December 2023.
Description
Experience seamless and intuitive investment management wherever you go! The AdviceWorks Client Access mobile app extends your personal relationship with your Cetera-affiliated financial professional, providing tools for informed decision-making. Contact your financial professional for login credentials if you’re a current client with Cetera accounts and don’t already have a username and password from the desktop platform. 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.
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I have loved this app. Until now, as it tells me I have to update but, when I hit the update now button, it takes me open or uninstall. Then, when I hit the open, it tells me to update. So I hot update now, and it takes me to open or uninstall, which takes me to update now. To open or uninstall to update now
★★★★★Frank Maduri· May 14, 2024
Absolutely Fantastic Service & Friendly staff with this app! I have really had to thank my new banker! I love it!
★★★★★Rob Wilson· Oct 6, 2025
I do not share an experience with the negative reviews on this app. It works smoothly and is easier to use than the web version.
★★☆☆☆Eric Burton· Oct 30, 2025
The app used to work pretty well. Now, it won't let me log in at all. I've uninstalled it, reinstalled it--changed my password--and it still hangs up on the log-in screen. This does not make me happy.
★★☆☆☆Mike Matt· Jul 1, 2025
Pretty terrible app. Biometrics constantly fail and have to be renewed, weird bug codes, app crashes. Pretty scary that a company managing your retirement accounts cant get a freaking app to work properly.
★☆☆☆☆Roger Saunders· Jan 25, 2025
I hate to be forced to rate anything, that's what this app has done. They would have gotten I better rating if they had asked if I WANTED to rate it
★☆☆☆☆Luca Rescigno· Jan 9, 2025
Pretty bad. Biometric unlock doesn't do anything. Linking an outside account only lets you see your "net worth" but doesn't do anything else, and there's no way to unlink an external account. The platform overall is unintuitive and gives the user almost zero control over anything. This might be a limitation of the product rather than just the app - all transactions must be made through a financial manager. You don't really control your assets through Pershing.
Google Play Rankings for AdviceWorks Client Access
This app is not ranked
Technologies used by AdviceWorks Client Access
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