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Now Available to make your life easier- the AdviceWorks App!

Now Available to make your life easier- the AdviceWorks App!

January 23, 2024

We’re excited to announce that your AdviceWorks client access is now available as a mobile app on your phone.  The app is titled ‘AdviceWorks®’, and the developer is Cetera Financial Group.  The app will allow you to do most things that you can do in the online portal from the convenience of your phone.  This includes things like viewing your account balances, statements, transactions, and even downloading or uploading documents to securely transfer information between you and your advisor.  Some features, like changing your personal information or updating your e-delivery preferences, remain limited to the web browser version of AdviceWorks.  The app has the same security features as the web version, requiring the same username and password as well as 2-factor authentication to login.

There are those of you who may prefer to continue using NetX Investor as your primary way of viewing your account information.  If you are comfortable with NetX Investor, then there is no need to enroll in AdviceWorks.  We’re happy to help you get a login created if you would like to give the AdviceWorks platform a try.  NetX Investor already has a mobile app as well with the same functionality as the web version – the name of the app is ‘NetXInvestor™ Mobile’, and the developer is Pershing, LLC.

Our firm website,, has the links to access the various different online platforms that you may use to view your account information.  These links are under ‘Client Center.’

As always, please contact your advisor if you have any questions about where and how to best view your account information, or if you have any difficulty getting logged in.