We are excited to offer a new platform for client use...ADVICE WORKS!! Contact us today for a personal, client invitation via email.
New Online access provides all the tools to view, print and review statements. Please refer to the specific instructions (below) to register online.
ADVICE WORKS... to Access your Cetera Advisors/TWM/ Pershing Accounts & Printing Statements:
1. Please contact us for a personal, client invitation... to this new portal. You will then receive an email to register online and get started!
2. From the emailed invitation, click on the ADVICE WORKS registration button. Follow the instructions to register online.
3. Do not use former user ID/passwords. This is a new portal.
4. Start keeping track of statements, documents and tax information. You can select paperless and Go Green. View all your financial accounts in one place with a single log in.
5. For additional assistance, contact the Advice Works Support Line: 888-443-6380 (8am-8pm EST).
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NETX Investor... to Access your Cetera Advisors/TWM/Pershing Accounts & Printing Statements:
1. On the Home Page, go to the “Client Access” at top of screen and click the NETX button/Logo. You will be re-directed to the secure site called: NETX Investor. Clients can access accounts, print statements and tailor statement preferences.
2. First timer? Register (bottom right corner) and complete the process to create a User ID. You will also need the first three digits of your Account Number to complete this section (for example: 6BB, TE3, XHA). You will need to create a User ID & Password, as well as providing your email address and cell phone number for confirmation/SMS purposes. You will be required to create your own Password and User ID. We cannot assist with YOUR creation of User ID and Password. (Password is case and cap sensitive.)
3. Login: Right side of the page you will see a Financial Organization Number Box…Please enter 3KZ.
4. Lastly, you will receive an email/SMS to activate your account.
Please note: If you forgot your password or need assistance re-logging in, you can click the forgot password button or you will need to contact TWM at (702) 396-1603… during normal business hours to assist. We'll contact the Cetera Home Office to reset your password, if you get locked out.
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Accessing your Paychex 401(k) Plans:
If you have a retirement plan through Paychex, you'll have online access exclusively through the Paychex website.
Four steps to enroll:
1. Visit www.paychexflex.com to complete your enrollment.
2. Select Register for a new account under the New Users heading. Once registration is complete, click Retirement Services, located on the left menu. Click Enroll Now when prompted.
3. Determine the amount of your pay you want to contribute to your plan.
4. Select your investments in 1% increments, making sure they total 100%.
*If you have any issues, please contact Paychex at: 877-244-1771 or visit: www.paychexflex.com.
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Accessing your ADP 401(k) Plans:
If you have a retirement plan through ADP, you'll have online access exclusively through the ADP website.
1. Register at: www.mykplan.adp.com. Create a user ID and password with the Register Now button.
2. Identify Yourself.
3. Enter Your Registration Code you received in your welcome letter.
4. After your personal information has been confirmed, you will need to create a password, 3 security questions and answers.
5. Be sure to Activate your Email.
6. Select Retirement Services on the portal screen to log into your accounts.
7. If you have any issues, please contact ADP at: 800-595-1989 for more assistance.
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Accessing your John Hancock 401(k) Plans:
If you have a retirement plan through John Hancock, you'll have online access exclusively through the John Hancock website.
1. Register at: myplan.johnhancock.com. Or, download the John Hancock retirement app.
2. After you register, you will be prompted to Enroll in the plan.
3. Need Help? 1-855-JHENROLL (543-6765)
