Spectrum Access

Spectrum Financial, Inc.

Mayelana nalolu hlelo lokusebenza

I-Spectrum Financial Mobile App iyindlela yamahhala yokuqapha ama-akhawunti akho e-Spectrum Financial kumakhalekhukhwini noma kuthebhulethi. Nge-Spectrum Mobile, uzokwazi ukufinyelela ama-akhawunti akho noma yikuphi usebenzisa i-ID yakho yokungena yeklayenti le-Spectrum kanye nephasiwedi.
I-Spectrum Mobile App ikunikeza izici ezilandelayo:
- Ukuhlanganiswa kwawo wonke ama-akhawunti omndeni
- Umsebenzi we-akhawunti, ukubamba, izilinganiso
- Isifinyezo sokuSebenza
- Izitatimende Zekota
- Imibiko yentela kanye nemibiko yabahlomuli
- Ama-invoyisi
Ukuze uthole ukungena ngemvume, kufanele ube iklayenti le-Spectrum Financial. Uma ungenakho ukungena ngemvume kwe-Spectrum Client, cela noma udale eyodwa namuhla ku-https://investspectrum.com/login
I-Spectrum ikwazisa ubumfihlo bakho. Sicela ubuyekeze inqubomgomo yethu yobumfihlo kokuthi https://investspectrum.com/disclosures
Ukuze uthole ukwaziswa okwengeziwe mayelana Spectrum Financial, Inc. sicela uvakashele www.investspectrum.com

Yini entsha

- 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