As an Altus Wealth Management client, you have access to several online account portals. However, ADVICEWORKS® is our top choice. By a long shot. Our clients love having a world of convenience at their fingertips.

• Securely link your investments, bank accounts, mortgage, loans and credit cards from any financial institution for a complete view of your financial picture.
• Interactive financial planning tools help you identify and update your goals on the fly and track major life changes, all with the click of a button.
• Store digital versions of your most important documents in your personal folders in case hard copies get misplaced or destroyed.

AdviceWorks gives you a holistic view of your finances, helping you keep track of your financial goals and your progress toward them, while fostering seamless collaboration between us—whether you’re at home or on the go.

This cloud-based platform helps you quickly view all your financial accounts in one place, store and share important documents, and measure your progress in real time—all from a single log in.

Setting you up is just a CLICK (see client enrollment below) or phone call away. Please call (505) 977-2000 with any questions; ask for Petrita Leyba, our Client Relationship Manager, or our TechnoWizard, Lisa Gagne.

To enroll, ADVICEWORKS® security settings require you to input a Cetera account number and the last four digits of your Social Security number or Tax ID.