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Cetera and MyRepChat

 

MyRepChat and Cetera have come together to provide the only communications platform built around a text message to be created by a financial advisor for financial advisors. Whether you’ve already embraced texting as a way to communicate with clients or you are unsure if its the right fit for your practice, we are here to help and make it as easy as possible. Check out some of our videos, join an upcoming live demo and even see what your fellow advisors have to say.
 
The Cost is $11 per month without the Voice Features or $16 per month with the Voice Features Enabled. 
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Brochure
Recorded Demo
Live Demo
Cetera FAQs
User Guide

Do you have some questions? Check out these short videos designed to answer the most common question.

Select your organization below to get started:​

Cetera has numerous groups, please follow the link and/or the instructions below to create your account. 

To Create your account online:

  • Click HERE
  • Select “I don’t have an account”
    • Cetera Advisor Networks: jibWD
    • Cetera Advisors: JYaJl
    • Cetera Financial Specialists: CluBI
    • Cetera Investment Services: fEKgD
    • Cetera Investors: gRsaA
    • Cetera Wealth Partners: mXQAb
    • Cetera Wealth Management Group: yu6zL
    • Cetera Home Office: 7WvX6

To Create your account using the Mobile App:

  • Download the MyRepChat App from your native App Store
  • Select “I don’t have an account”
  • Use the group code listed above prior to completing the set up process
MyRepChat has made it possible for me to have lightning fast communication with my clients and I love that the chats are then stored in my CRM system. I'm excited to also have marketing features to directly text clients and prospects with.
Kent
KentCetera Advisor Networks
Our clients love how easy it is to communicate. It's everything from questions they have to documents we need copies of. It's been a time saver and convenient during these times of social distancing.
James
JamesCetera Investors
Texting my clients has been fantastic. They respond much quicker and are more often. It allows me to be less formal and has deepened our relationship!
Austin
Austin
MyRepChat has enabled me to multitask much more efficiently with clients, stay in compliance and have one more way to communicate in a way that is preferred by the various generations. I love it, thank you!
Kerina
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