ADVICEWORKS™ Client Portal
Connect. Collaborate. Communicate.
This easy-to-use, dynamic digital platform allows you to collaborate better with us. Now you can see all your finances — in one place. Set goals and measure progress. All without ever leaving your keyboard or mobile device.
Get Started!
In order 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.
Send us a text
We get it. When it comes to connecting quickly, more and more people are texting.
And that's why we've added a new service called 
- connecting has never been faster. With a dedicated number for texting, communicating with us has also never been easier.
Simply Text 505-594-8400 with your name and you're all signed up.
