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

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.