Cetera and AdviceWorks

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Cetera's network of private advisors is a large network of independent advisors with great tools.

cetera.com
https://client.adviceworks.net/auth/login
8
8 votes

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Comments

  • Flopbot
    Flopbot Superuser ✭✭✭✭✭
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    @bwinchester, just to confirm.  Are you requesting that this adviser/bank be supported by Simplifi?
    Chris
    Quicken Desktop user since 2014.
    New to Simplifi in 2021.
  • bwinchester
    bwinchester Member
    edited October 2022
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    Yes. I thought I just needed to post the name inside the Report Missing Financial Institution. I am requesting Cetera products/accounts be added, like they are in Quciken, but for Simplifi.
  • Flopbot
    Flopbot Superuser ✭✭✭✭✭
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    @bwinchester, I believe that’s all the info @Coach Natalie will need.  If not, she’ll let you know.
    Chris
    Quicken Desktop user since 2014.
    New to Simplifi in 2021.
  • mregan
    mregan Unconfirmed, Member
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    Any update on adding Cetera?

  • thare12983
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    Any update? This is the only financial institution I'm missing from Mint.com conversion.

  • dahkshari
    dahkshari Member
    edited March 2
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    Please add Adviceworks Client Portal (Cetera) to the supported financial institutions. This is to track my Roth IRA and IRA accounts, and it is a dealbreaker if I'm unable to add this to Simplifi.

    See the login URL below:

    https://client.adviceworks.net/auth/login

    Thank you.

  • Coach Kristina
    Coach Kristina Moderator admin
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    Hello @dahkshari,

    Thank you for coming to the Community to provide your feedback! Since a request for the financial institution you're looking for already exists, I merged your request with the existing request.

    Thank you!

    -Coach Kristina

  • SergeD
    SergeD Member
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    Please add Adviceworks Client Portal (Cetera) to the supported financial institutions. Since moving away from Mint, I have missed this important aspect of my portfolio.

  • barman008
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    Same as above. This is a big piece of my portfolio and I would like to connect it in Simplifi.

  • jrw277
    jrw277 Member
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    Please add AdviceWorks and/or NetXInvestor (Cetera) brokerage accounts to supported financial institutions.

    https://client.adviceworks.net/auth/login

    https://www.netxinvestor.com/nxi/welcome

  • begones
    begones Member
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    Bumping here as well. This account makes up a large majority of my retirement.

    https://client.adviceworks.net/auth/login