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Client Center

Client Access

We ultimately recommend you use this option for viewing your accounts online, because it is powerful and intuitive, once set up. This offers many valuable features and tools, including linking outside accounts, file sharing, as well as eDelivery options for statements, tax documents, confirmations,  prospectuses, and performance reports.

Advice Works Client Portal guide


**NetXInvestor®  is a platform at your fingertips day and night, giving you instant access to your Cetera  account and tax statements, trade confirmations and more. You can also elect to go paperless on this site. **

eMoney is a user friendly and holistic platform where you can view your Cetera accounts, as well as monitor, manage and collaborate with your advisor on ALL of your investments, insurance, budgets and spending. This website offers a consolidated view of your complete financial picture.

Albridge provides consolidated account reporting platform, available anytime, anywhere, which personalizes rate of return with flexible delivery methods.

**Note: This tool (NetX360) should be used for all users who access NetXInvestor.com or MyVoyaIRA.Voya.com. Prior to the transition (June 10, 2021) you will need to enter the Financial Org # of “3Z1” and after the transition you will use “157”. Your username and password are the same.

Go Green! Learn how to go paperless for your Pershing accounts with Archstone ->

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.Use NetXInvestor for +Use NetXInvestor for: +