Spectrum Access

Spectrum Financial, Inc.

À propos de l'application

The Spectrum Financial Mobile App is a free way to monitor your Spectrum Financial accounts on a mobile phone or tablet. With Spectrum Mobile, you will be able to access your accounts from anywhere using your Spectrum client login ID and Password.
The Spectrum Mobile App provides you with the following features:
- Aggregation of all household accounts
- Account activity, holdings, balances
- Performance Summary
- Quarterly Statements
- General tax and beneficiary reports
- Invoices
To obtain a login, you must be a client of Spectrum Financial. If you do not have a Spectrum Client login, request or create one today at https://investspectrum.com/login
Spectrum values your privacy. Please review our privacy policy at https://investspectrum.com/disclosures
For more information about Spectrum Financial, Inc. please visit www.investspectrum.com

Nouveautés

- Managed account Performance Details
- Ability to add manual accounts to portal
- Clients may now toggle to Orion related households
- Orion Planning Retirement Details (Monte Carlo, Income & Assumptions)
- Improved navigation to managed personal finances data
- Adviser and firm custom disclosures available in footer
- Document Vault improvements
- Bug Fixes