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Cetera and AdviceWorks

bwinchester

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

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

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Online Banking

Status: Active

Comments

Flopbot

@bwinchester, just to confirm. Are you requesting that this adviser/bank be supported by Simplifi?

bwinchester

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

@bwinchester, I believe that’s all the info @Coach Natalie will need. If not, she’ll let you know.

mregan

Any update on adding Cetera?

thare12983

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

dahkshari

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

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!

SergeD

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

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

jrw277

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

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

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

RiskyBizRoch

It's been more than a year and we are still waiting!

Zontar

Keeping the bell ringing. Cetera via AdviceWorks is my main IRA. I need it to see the full picture.

AdamB

I want to also ask for this to happen. This is disappointing that this is still an issue 3 years after the initial request.

MattB314

This is now how I access Avantax, so my Simplifi info will be incomplete until it's added.

twright6

My investment broker just switched to cetera. If Simplifi won't make this connection then I won't be renewing my Simplifi account. A request since 2022 looks like you have no interest or are unable to make this connection. A response would be appropriate.

jrw277

Yup…. an update would be nice at least

khevle

@Coach Natalie Can you give an update on this aging issue? It’s affecting a lot of us who use Simplifi

khevle

Or @Coach Kristina could you help?

Coach Natalie

Hello everyone,

Unfortunately, we don't have any news to share on this request at this time. We also cannot guarantee we'll be able to add support for a requested bank. We will, however, ensure that this request is updated if/when any new information becomes available.

In the meantime, you can track your accounts manually. I'm assuming the account in question is an investment account, so here is our support article that goes over manually adding an investment account in Quicken Simplifi: https://support.simplifi.quicken.com/en/articles/4295304-adding-accounts-in-quicken-simplifi#h_933c74c4b4

And our support article on adding holdings to a manual investment account in Quicken Simplifi: https://support.simplifi.quicken.com/en/articles/4474538-tracking-investments-in-quicken-simplifi#h_f8a7bc2e30

I apologize for not having a better answer, but I hope this helps!

ckochosky

Still looking for Cetera/AdviceWorks to be added.

pastchief8

Still waiting…

Shorjeff

Maybe this will renew the topic. Please add Cetera advice works. I have been using Simplifi for a week and just got everything set up perfectly except my investments. I'm considering asking for a refund and switching to another product. Im at least going to see if other products can access Cetera.