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AdviceWorks® 4+
Cetera Financial Group®, Inc.
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- 免費
截圖
簡介
Manage and view your full financial picture with the AdviceWorks app, available for clients with Cetera accounts.
Experience seamless and intuitive control of your finances wherever you go! Our mobile app extends your personal relationship with your Cetera-affiliated financial professional, providing tools for greater collaboration.
Contact your financial professional for access if you don’t already have a username and password.
Unlock a suite of essential features:
• Stay informed with a dashboard offering a comprehensive overview of your accounts and investment performance
• Gain insight into your total net worth, including any linked accounts from other financial institutions, home valuation, and other non-liquid assets
• Effortlessly manage financial documents, including account statements, confirms, and advisory reports
• Access a secure personal document vault to store digital copies of everything from past tax returns to cherished family photos
• Rest easy knowing your information is safeguarded by industry-leading security and encryption measures, including login with Face ID or Touch ID
• Foster easy communication with your financial professional through accessible contact details and document sharing capabilities
Cetera Financial Group® refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), Cetera Financial Specialists. All firms are members FINRA / SIPC.
Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.
新內容
版本 1.1.4
We're continually working to improve your app experience. The latest version includes new features to:
-Create a budget, manage your spending and analyze your monthly cashflow
-Cetera account holders can register to use the app with a valid account number and SSN
-View account performance over additional time periods
-Minor bug fixes and small enhancements
App 隱私權
開發者「Cetera Financial Group®, Inc.」指出 App 的隱私權實務可能包含下方描述的資料處理。如需更多資訊,請參閱開發者的隱私權政策。
不收集資料
開發者不會從這個 App 收集任何資料。
隱私權實務可能因你使用的功能或你的年齡等因素而有所不同。進一步瞭解
資訊
- 供應商
- Cetera Financial Group, Inc.
- 大小
- 30.5 MB
- 類別
- 財經
- 相容性
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- iPhone
- 需要 iOS 13.0 或以上版本。
- iPad
- 需要 iPadOS 13.0 或以上版本。
- iPod touch
- 需要 iOS 13.0 或以上版本。
- 語言
-
英文
- 年齡分級
- 4+
- Copyright
- © 2023 Cetera Financial Group
- 價格
- 免費