ADVICEWORKS provides a valuable resource that allows clients to monitor their investments and financial data. It also allows the user to place additional financial data into a vault where they can aggregate and view all their financial assets in one place.
If you would like to sign up for ADVICEWORKS, please reach out to your financial advisor or email us at cbfinancialservices@ceterais.com.
To log into your existing ADVICEWORKS account click HERE.
IConnect2Invest (ic2i) is the online trading platform for CB Financial Services clients.