SmartWorks Login

Direct access to SmartWorks will be disabled at 05:00 p.m. PST on February 16, 2023. Beginning February 16, you will only be able to log in to SmartWorks through AdviceWorks. Not on AdviceWorks? Enroll today

Forgot your username? Please contact the Technology Help Desk at 800-771-6315, Monday through Friday, from 5 a.m - 5 p.m PT.

Please enter the following information to create your username. All the fields are required.

First Name		Please enter the first and last name EXACTLY as displayed in your invitation email or letter.
Last Name
Please enter the last 4 digits of your SS# or Tax Id number
Create Username		Your username should be 6 - 24 characters and can be a combination of letters and numbers.

An activation code will be emailed to your email address on file after you submit this page. This activation code is valid for 30 minutes after it is sent.

For assistance, Please call our technology help desk at 800-771-6315, Monday-Friday 5AM-5PM Pacific time. You may also email us at helpdesk@cetera.com with your contact information.