AdviceWorks®

Name: AdviceWorks®
Rating: 3.7 (122 reviews)
Author: Cetera Financial Group®, Inc.

By: Cetera Financial Group®, Inc.

Client Access

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

(122)

Version:

2.0.33 Last updated: 2026-05-04

Version code:

885075444

Creation date:

2023-12-05

Compatible devices:

Size:

43.52MB

URLs:

Full description:

Source:

Apple Apps Store

Data ingested on:

2026-06-04

Compare stats and ranking:

Ranking

# 150,646 ▼ 172

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

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

by CD*****, 2026-05-06

No historical charts of balance or asset performance. Does not automatically pick up SMS with code. Does not link to eMoney like the website version does. Provides no value over WealthScape app. No stock lookup. No way to change password.

by AN*****, 2026-01-05

This financial app is the worst I have ever used. Fidelitys app is far superior. I can’t open this AW app and immediately see my total account amount and the days loss or gain. I hate the tiny fine print and faded pastel colors. Total thumbs down.