AdviceWorks®

Name: AdviceWorks®
Rating: 3.7 (125 reviews)
Author: Cetera Financial Group®, Inc.

By: Cetera Financial Group®, Inc. App

Client Access

Overview

Version:

2.0.34

Last updated: 2026-06-30

Ranking

#151,042 ▼ 274

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

(125) 1 new ratings

Version:

2.0.34 Last updated: 2026-06-30

Version code:

887606196

Creation date:

2023-12-05

Compatible devices:

Size:

45.07MB

URLs:

Full description:

Source:

Apple Apps Store

Data ingested on:

2026-07-16

Compare stats and ranking:

Ranking

# 151,042 ▼ 274

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

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.

by ed*****, 2026-06-12

App is not too bad after you get logged in. Problem with this app is you’re required to provide a multi character password for security which is great but you cannot use a password autofill device to enter it at log in because Advice Works tells you you’ve entered it wrong. However, when you type in the exact same password, you can log in. App needs to allow user to use a password program to enter your info