Client Access

Support & Troubleshooting: 

404-228-5525

Financial Organization Number: 3KZ

View the NetXInvestor Guide

AdviceWorks Help & Support: 

888-443-6380 

Weekdays 10 AM to 6 PM EST

View the AdviceWorks Guide

Support & Troubleshooting: 

404-228-5525

NetXInvestor Capabilities

• View Pershing and Cetera account balances and statements
• Mobile-deposit first or secondary checks into Pershing/Cetera accounts with a daily limit of up to $500,000     
• Shared usernames are permitted on this platform
• Access Pershing and Cetera tax documents

NetXInvestor Limitations

• Checks issued by a third-party cannot be mobile-deposited at this time
• Cannot view outside account balances or statements
  

AdviceWorks Capabilities

• View Pershing and Cetera account balances and statements
  
• View direct business account balances and holdings (excludes statements and tax docs)
• Link bank, credit card, and other accounts 
• Securely share items with your advisor
• Access Pershing and Cetera tax documents

AdviceWorks Limitations

• Does not currently offer a mobile deposit option
• All users must have his or her unique email address and mobile number in order to utilize this platform

eMoney Capabilities

• View account balances and performance in impressive, comprehensive detail 
• Prioritize and track cash inflows, outflows
• Securely upload important documents and files, with unlimited digital storage   
• Connect accounts and maintain control on your advisor's capacity to access it

eMoney Limitations

• This platform functions as a one-way data feed, limiting self-help type of updates:
  • Cannot access account statements or tax documents 
    
  • Client cannot update personal account information