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ADVICEWORKS provides a valuable resource that allows clients and prospects 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 contact us at cbfinancialservices@ceterais.com.

To log into your existing ADVICEWORKS account click the button below.



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ic2i


ic2i is an online trading platform for CB Financial Services clients.


If you would like to sign up for ic2i please reach out to your financial advisor or contact us at cbfinancialservices@ceterais.com.

To log into your existing ic2i account click the button below.

Access ic2i