View your account portfolios and performance from the convenience of your home, office, or favorite vacation spot. Your financial professionals have carefully chosen these programs because they feel the features offered by AdviceWorks and NetXInvestor add value to the investor experience.
To register for AdviceWorks: Request an email invitation from your financial advisor's office
To register for NetXInvestor: Self-registration is now available; once an account is opened, you will receive an email message with instructions on how to create a username and password. Follow those prompts. Our financial organization number is 3KZ.
Log in to your SmartWorks account here.
For help, dial (888) 443-6380.
No. Each registrant must have a unique, working email address in order to use the AdviceWorks platform.
You have access to a 100% client-dedicated AdviceWorks service line. Call the Help & Support Line weekdays, 10 am-6 pm EST: (888) 443-6380
AdviceWorks is not mandatory, though we highly recommend it. It gives you access to tax documents, statements, and so much more. There is no cost to our valued clients for the utilization of this resource.
If you do not opt-in to statement e-delivery for Pershing/Cetera investment accounts, a $1.50 monthly, per account, paper surcharge applies. If you are unsure of your e-enrollment status and are registered with AdviceWorks, you can check by logging into your account and adjusting the e-delivery settings within your profile. A valid and current email address must be on file.
Paper surcharges do not apply to investors who are already enrolled in e-delivery.
Log in to your NetXInvestor account here.
For help, dial (770) 451-2446.
Our financial organization number is:
Think of AdviceWorks as a service-related client hub, whereas NetXInvestor is trade-related. You can only view Pershing and Cetera accounts on NetXInvestor.
NetXInvestor is not mandatory. There is no cost to our valued clients for the utilization of this resource.