fix problems on AdviceWorks [iphone]

—— Run into issues on AdviceWorks? Get help pending when official support gets back to you!

AdviceWorks®

Info:

company: Cetera Financial Group®, Inc.

: https://www.cetera.com/contact-us

Chat with our AI-based AdviceWorks Support

🛠️ Common AdviceWorks Issues and Solutions on iPhone:

—— Experiencing any of these problems? Get a solution tailored for you below;

Lacks key features available in the web browser version

Fix: Check for any updates to the iPhone app in the App Store. Developers often add features based on user feedback, so keeping the app updated m... ⇲

Unable to organize accounts

Fix: Try creating folders or categories within the app if the feature is available. This can help you group accounts logically and make them easi... ⇲

Features issue

No cash flow review tools

Fix: Look for any budgeting or financial tracking features within the app that may serve as a workaround for cash flow review. Sometimes, these t... ⇲

No daily gain/loss information

Fix: Check if there are any settings within the app that allow you to customize the dashboard or reports to include daily gain/loss metrics. Some... ⇲

No log of new trades

Fix: Look for a transaction history or activity log feature within the app. This may not be labeled as 'trade log' but could be found under accou... ⇲

Crashes issue

AdviceWorks crashes frequently

Fix: Ensure that your iPhone's operating system is up to date. Go to Settings > General > Software Update to check for updates. An outdated OS ca... ⇲

Syncing issue

Constant need to synchronize accounts manually

Fix: Check the app settings for any options related to automatic synchronization. Some apps have settings that allow for background syncing or sc... ⇲

Security issue

Frequent external re-authentication required

Fix: Ensure that your login credentials are saved correctly in the app settings. Sometimes, incorrect or outdated credentials can trigger re-auth... ⇲

Problems logging on

Fix: Double-check your username and password for any typos. If you have forgotten your password, use the 'Forgot Password' feature to reset it.... ⇲

UI issue

Format lacking compared to competitors

Fix: Explore the app's settings to customize the layout or themes if available. Some apps allow users to change the appearance to better suit the... ⇲