AdviceWorks Client Access
AdviceWorks Client Access Summary
AdviceWorks Client Access is a free Android app in Finance by AdviceWorks Portal. Released in Nov 2023 (2 years ago). It has about 35K+ installs and 55 ratings with a 3.47★ (mixed) average. Based on AppGoblin estimates, it reaches roughly 3.5K monthly active users . Store last updated Jul 21, 2026
Recent activity: 273 installs this week (1.7K over 4 weeks) showing above average growth View trends →
AdviceWorks Client Access SDKs Summary
App not yet scanned for SDKs.
3.47★
Ratings: 55
Screenshots
App Description
Effortlessly manage investments with the user-friendly features of AdviceWorks.
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.