Cetera and AdviceWorks

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

cetera.com
https://client.adviceworks.net/auth/login
3
3 votes

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Comments

  • Flopbot
    Flopbot Superuser ✭✭✭✭✭
    @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
    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 ✭✭✭✭✭
    @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

    Any update on adding Cetera?

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

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