AdviceWorks®

Name: AdviceWorks®
Rating: 3.7 (128 reviews)
Author: Cetera Financial Group®, Inc.

By: Cetera Financial Group®, Inc. App

Client Access

Overview

Version:

2.1.0

Last updated: 2026-07-21

Ranking

#133,630 ▼ 153

Overall

Features & Capabilities

AdviceWorks Client Access provides Cetera clients with a unified dashboard to view accounts, investments, and total net worth, including linked external accounts and non-liquid assets.

The app includes secure document management, a personal vault for digital copies, biometric login (Face ID/Touch ID), and streamlined communication with your financial professional. Access is arranged through your Cetera professional, with data secured by industry-standard encryption.

User Growth & Download Statistics

App Investing Privacy & Security Data Communication

By:

Cetera Financial Group®, Inc.

Rating:

3.70

(128)

Version:

2.1.0 Last updated: 2026-07-21

Version code:

888586088

Creation date:

2023-12-05

Compatible devices:

Size:

45.16MB

URLs:

Full description:

Source:

Apple Apps Store

Data ingested on:

2026-08-06

Compare stats and ranking:

Ranking

# 133,630 ▼ 153

For Developers

Monetize with App Pass Boost with Extension Booster

Contact the developer

Chrome-Stats does not own this Apple app. Please use these information below to contact the Apple app developer.

Developed by:

Cetera Financial Group®, Inc.

Apple Apps Store

https://apps.apple.com/us/app/adviceworks/id6466180905

User Reviews

Reviews show AdviceWorks on iOS is inconsistent: basic access to balances and documents and account linking are praised, but the app is plagued by update/login problems, crashes, data syncing gaps, and missing web-era features. UI issues and lack of landscape support are also noted. Overall, it’s usable but unstable and feature-limited.

Pros

View balances and access documents from the mobile app.
Link accounts and upload documents via the app.
Functional/mobile-friendly interface when the app is working.

Cons

Frequent update/login issues and update loops that prevent signing in.
Crashes/instability including crashes on open and blank screens.
Data syncing problems and balances not updating in a timely manner or during offline periods.
Missing key features compared to the web version (charts, daily gain/loss, trade logs, cash-flow tools).
UI/UX limitations such as readability, layout, and lack of landscape mode on tablets.

Recent reviews

error code 2. whats happening here ?

by Be*****, 2026-07-16

good lord this app is HORRIBLE! my financial advisor switched to cetera from LPL and every time i close the app, it logs me out and even with biometrics says my password is never correct upon re-entry. i have reset my password at least five times today alone. get this fixed! I'm about to pull my investments and put them somewhere else because of this, it is RIDICULOUS.