Access your accounts anytime and anywhere, just the way it should be. We are proud to offer an array of secure software options that grant access to your account portfolio and performance. All portals provided as a courtesy service to our valued clients.
To access your preferred client dashboard: scroll down and click on the desired program's orange button with the lock symbol.
Most comprehensive platform to view brokerage, advisory, and outside accounts. Access statements and tax documents.
To register, contact your support team or advisor and request an email invitation. The e-invite will come from firstname.lastname@example.org.
View the Sunrise Directory HERE.
Access to your mobile number and email address are required to complete registration.
For support provided by AdviceWorks experts, dial your client service line:
Mon - Fri (8:30 AM - 6:30 PM ET)
Getting Started with AdviceWorks™
How to Enroll in eDelivery
How to Share Documents with Your Advisor
How to Link Accounts
Glossary of Terms
For help, dial client service line:
Complex platform for Pershing brokerage and advisory accounts. Cannot view outside accounts. Can access statements and tax docs.
If you opt-in to e-delivery during initial paperwork (located on an Account Information or Online User ID Access form), you will automatically receive email instructions directly from NetX.
Our financial organization number is 3KZ
For help, dial the main office line:
Mon-Fri (9 AM-5 PM ET)
Getting Started with NetXInvestor™
For help, dial Sunrise office line:
Mon - Fri (9 AM - 5 PM ET)
View brokerage, advisory, and outside accounts. Access reports, but not statements or tax docs.
To register, contact your support team or advisor and request an email invitation. The email will come from Albridge Wealth Reporting™.
Getting Started with Albridge™
System Requirements (lower right corner, click 'Web Browser and Device Compatibility')
E-sign financial planning agreements and set up automated advice fee payments. AdvicePay has no affiliation with AdviceWorks.
To register, contact your support team or advisor and request an email invitation. A one-time set-up process with a valid email address and mobile number is required for all new account users.
Getting Started with AdvicePay™
How to Make a Payment (Video)
How to Add/Remove Users
How to Update Your Name or Email Address
How to Add or Remove a Payment Method
Browse the topics below to familiarize yourself with the ins and outs of our Sunrise workflows. Don't see an answer to your question? Fill out the form below or contact your advisor directly for further assistance.
Form CRS details services and advice options that may be provided to client(s), provides summary of brokerage and investment advisory account fees, and discusses legal obligations when providing recommendations as a broker-dealer. Fee structures vary with each investor's situation. This Form CRS is provided along with a document (PDF provided below) titled Regulation Best Interest Supplemental Disclosure.
FORM CRS (PDF)
This supplemental document is provided along with a document (PDF provided above) titled Form CRS: Customer Relationship Summary, and provides expanded details regarding the protocols, practices, and limitations of Cetera Advisors LLC.
REG BI SUPPLEMENTAL DISCLOSURE (PDF)
This Brochure provides information about the qualifications and business practices of Sunrise Wealth Advisors. ADV 2A is a required submission to the Securities and Exchange Commission (SEC).
ADV 2A DISCLOSURE (PDF)
This Brochure provides information about the qualifications and business practices of Sunrise Wealth Advisors. ADV 2A is a required ADVISORY submission to the Securities and Exchange Commission (SEC).
ADV 2A ADVISORY DISCLOSURE (PDF)
This document provides more information on potential actions you may take in regards to your retirement assets. Any action you may take may result in significant tax implications. Always consult with your tax professional and plan provider before making any rollover decisions.
THINGS TO CONSIDER BEFORE MAKING A ROLLOVER (PDF)
Check this document to ensure your check meets all of the requirements to be accepted for deposit.
CHECK-WRITING BEST PRACTICES (PDF)
Check this document to ensure you are filling out and signing your paperwork correctly, hopefully avoiding having to complete your forms more than once!
PAPERWORK BEST PRACTICES (PDF)
This webinar is provided on-demand to you as a helpful introduction to the website's overall layout, features, and Client Center.
WEBSITE WALKTHROUGH (YouTube Video)
Download this PDF to access all of the information needed to provide to the financial institution acting on your behalf.
Pershing Federal Wire Funding Instructions (PDF)
May be provided in lieu of a starter checks (or no checks) for a new bank checking/savings account.
SAMPLE BANK VERIFICATION LETTER (PDF)
May be provided as verification of bank checking or savings account ownership of a business or entity.
View a sample document, showing you exactly how to fill out and sign your bank form for Pershing accounts.
SAMPLE PERSHING ACH FORM (PDF)
Take a peek at a sample document to view the step-by-step, comprehensive explanation of how to accurately read your Pershing Brokerage statement:
SAMPLE BROKERAGE STATEMENT (PDF)
General information regarding account updates and maintenance. Don't see an answer to your question? Fill out the form below or contact your advisor directly for further assistance.
Since we offer a handful of client access programs, it's important you are aware of each platform's key characteristics. See below to compare platform features or download our handy PDF brochure to reference later.
Client Portal Comparison (PDF)
Electronic delivery of Pershing statements are optional and accessible at no charge. Choosing to receive a paper (statement) version will incur a monthly surcharge of $1.50 per statement, per account, as stipulated in Pershing's fee schedule.
Should you opt-in to monthly statement e-delivery, it is your client responsibility to provide your advisor with a current and valid email address. Contact your advisor or a staff member to obtain any necessary account update forms when providing a new email address. Outdated email addresses that bounce from the e-delivery system will automatically convert to paper statement delivery after three (3) failed attempts.
Any account profile change, whether it be home street address or telephone number, should be provided to your advisor and/or support staff as quickly as possible. Outdated account information can lead to you missing important notifications, e-delivery failure, and/or an inability for your Sunrise team to effectively connect with you.
An account update form may be required, depending upon where your account is held. Contact your advisor to verify what is needed to update your information.