The Latest Updates
June 7 Mailing of welcome letters from Cetera to clients starts
June 10 Transition Day
June 14 Ability to see positions in Pershing Accounts
June 27 Please be on the lookout for the email invitation to the NEW AdviceWorks Client Portal over the next few weeks. 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.
If you would like an invitation sooner, please contact your advisor!
July 5 Pershing clients will receive two second quarter statements – one from Voya and one from Cetera, which will contain new account numbers