Onboarding

Move over to move ahead.

You’ll wish you did it sooner

Changing firms is a big step in your career. We'll help ensure it's a big step forward. Our Accesslink onboarding experience provides a personalized, seamless transition that keeps you in control.

Business woman demonstrating Onboarding experience on laptop

Benefit from less work and more flow thanks to a technology suite designed to streamline the process and the paperwork.

AdviceWorks® streamlines account opening, reduces errors, and provides your clients with a digital portal to their accounts once transferred.

Efficiently coordinate with your onboarding coach through SmartSheet with unlimited access to your action log, dashboard, and client tracker.

Docupace TA simplifies gathering and reviewing client data pre-affiliation, so it’s ready to go the moment your move is finalized.

Your Accesslink experience manager and coach will work with you until your onboarding is complete to your satisfaction.

Join with confidence and ease

“Cetera has given us integrated technology and full flexibility over how we operate. They are large yet not corporate—a great balance.”

Matthew Clement

Matthew Clement

Emerald Retirement Planning Group, Inc.

“Transitioning to Cetera has been a rewarding move. The culture remains family-like and engaged with each other.”

Amy Luukko

Amy Luukko

Joyful Wealth Planning

“For us, having colleagues on Cetera's Onboarding team who took the time to learn and understand our objectives has made all the difference.”

Holly Kylen

Holly Kylen

Kylen Financial

Experience makes the difference

140

140

years of collective Onboarding team experience

275

275

financial professionals onboarded in 2021

 
 

Make your move today

Propel your business and client experience forward. Talk with one of our Business Development Specialists and ask how moving over can be the easiest way to move ahead.