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Our Preferred Platform: AdviceWorks®

AdviceWorks® is an all-in-one platform with collaborative tools built for your financial success. 


AdviceWorks® aims to provide a holistic view of your finances, helping you keep track of your financial goals and your progress toward them, while fostering seamless collaboration between us—whether you’re at home or on the go.


This cloud-based platform helps you quickly view all your financial accounts in one place, store and share important documents, and measure your progress in real time—all from a single log in.

New User

To self-enroll, existing clients must provide:


✓ An active Cetera account number

✓ The last four digits of your SSN/TIN


Enroll



Existing User

If you have already registered for AdviceWorks®, click on the button below to securely log in and view your client dashboard.


Login

Platform Capabilities

✓ View accounts and transactions

✓ Link outside accounts

✓ Download statements, tax docs

✓ Securely share documents

✓ Private cloud storage

✓ Apple iOS app

✓ AndroidTM app

Additional Resources

Learn About AdviceWorks®(PDF)

Getting Started Guide (PDF)

User Security (PDF)

Direct Business Accounts

While AdviceWorks® does allow you to link most outside accounts to view balances, this platform does not provide access to direct business statements or documents. Account forms are provided directly by the company custodian of that product.

AdviceWorks® On Call

📞 888-443-6380

AdviceWorks® users have access to a dedicated Help and Support Team weekdays, 8:30 am - 6:30 pm ET. For troubleshooting, registration, and other portal inquiries. Hours subject to change.

Searching for NetXInvestor®?

NetXInvestor® is a Pershing platform and a legacy client portal for those whose accounts clear through Pershing LLC, a BNY Mellon company.


User capabilities on NetXInvestor® include trades and transactions, e-delivery preferences, and account performance. 


Unsure if you have an existing NetX user ID? We recommend you give our office a call before a potential duplicate registration attempt.  


While NetX does not have a dedicated support team, we are happy to assist with general troubleshooting or account lockout inquiries. Give us a call at (989) 633-5400.

New User

To self-enroll, existing clients must provide:


✓ The first three numbers of your Pershing or Cetera account.

✓ Consent to the platform's Terms and Conditions.
✓ User information, including an e-mail address.
✓ Identity verification.
✓ A user ID and secure password.


Enroll



Existing User

If you have already registered for NetXInvestor®, click on the button below to securely log in and view your client dashboard. You will need your:


✓ Financial organization code: 3KZ

✓ User ID or email address on file with Smith & Co.

✓ NetXInvestor® password


Login

Platform Capabilities

✓ View accounts and transactions

✖  Link outside accounts

✓ Download statements, tax docs

✖  Securely share documents

✖  Private cloud storage

✓ Apple iOS app

✓ AndroidTM app

Additional Resources

Pershing Strength & Stability (PDF)

Guide for E-Enrollment (PDF)

Understanding Your Brokerage Statement (PDF)

Direct Business Accounts

NetXInvestor® does not allow you to view or link account balances or details.

AdviceWorks® is the property of 2024 Cetera Financial Group®, Inc. Apple is the trademark of Apple Inc. IOS is a trademark or registered trademark of Cisco in the U.S.  The AndroidTM name is a trademark of Google. NetXInvestor® is the property of Pershing LLC, a BNY Mellon Company. All trademarks, logos, and intellectual properties belong to their respective owners.