Cetera and AdviceWorks
cetera.com
https://client.adviceworks.net/auth/login
Comments
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@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 2021.3 -
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.4
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@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 2021.1 -
Any update on adding Cetera?
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Any update? This is the only financial institution I'm missing from Mint.com conversion.
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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:
Thank you.
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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
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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.
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Same as above. This is a big piece of my portfolio and I would like to connect it in Simplifi.
3 -
Please add AdviceWorks and/or NetXInvestor (Cetera) brokerage accounts to supported financial institutions.
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Bumping here as well. This account makes up a large majority of my retirement.
3 -
It's been more than a year and we are still waiting!
2 -
Keeping the bell ringing. Cetera via AdviceWorks is my main IRA. I need it to see the full picture.
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I want to also ask for this to happen. This is disappointing that this is still an issue 3 years after the initial request.
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This is now how I access Avantax, so my Simplifi info will be incomplete until it's added.
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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.
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Yup…. an update would be nice at least
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@Coach Natalie Can you give an update on this aging issue? It’s affecting a lot of us who use Simplifi
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Or @Coach Kristina could you help?
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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:
And our support article on adding holdings to a manual investment account in Quicken Simplifi:
I apologize for not having a better answer, but I hope this helps!
-Coach Natalie
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