Cetera and AdviceWorks

bwinchester
bwinchester Member ✭
edited October 2022 in Report Missing Financial Institution
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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  • Flopbot
    Flopbot Superuser, Beta Tester ✭✭✭✭✭
    @bwinchester, just to confirm.  Are you requesting that this adviser/bank be supported by Simplifi?

    Chris
    Spreadsheet user since forever.
    Quicken Desktop user since 2014.
    Quicken Simplifi user since 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, Beta Tester ✭✭✭✭✭
    @bwinchester, I believe that’s all the info @Coach Natalie will need.  If not, she’ll let you know.

    Chris
    Spreadsheet user since forever.
    Quicken Desktop user since 2014.
    Quicken Simplifi user since 2021.

  • mregan
    mregan Unconfirmed, Member

    Any update on adding Cetera?

  • thare12983
    thare12983 Member

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

  • dahkshari
    dahkshari Member
    edited March 2

    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

    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

    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
    barman008 Member

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

  • jrw277
    jrw277 Member

    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

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

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

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