Account Log-in Instructions

Current clients have the ability to their accounts that they have with Cetera Advisors LLC and Rottschafer Wealth Solutions. This feature is far more advanced than viewing accounts on the respective mutual fund or annuity websites because all of a client's accounts can be consolidated and tracked together. Clients can run account performance reports, asset allocation reports and complete consolidated statements on a monthly, quarterly, semi-annual or annual basis.

If you are a current client and would like to view your accounts, click on the link below this one labeled, "View Your Accounts". This will take you to the sign-in screen.

The FIRST time you sign in you will need to register by clicking on the gold box labeled REGISTRATION. This will take you to a screen with two fillable boxes. Put the primary social security number on the account in the first box. The second box is a temporary password code which you will change immediately after you sign in. This temporary password is FFSIDR. Once you have registered, you must choose a new user name and password.

After you have registered the first time, you will sign in using the Log-In section that is displayed when the page first comes up. Please note, if you have accounts under two different primary social security numbers (i.e. spouses with their own IRA's), you must each register under your own social security number.

If you have questions or problems with the registration process, please feel free to call David at 678-364-0187. You will need Adobe Acrobat to view reports. This program can be downloaded for free by going to the following link:

http://www.adobe.com/products/acrobat/readstep2.html

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.