This is easier then calling their office
A great way to access my accounts and get balances, statements, and see performance.
Free
About
Monitor your Spectrum Financial accounts on your mobile device. Access account activity, holdings, balances, and important reports securely from anywhere. Requires a Spectrum client login to use.
✓Account aggregation
✓View account activity, holdings, and balances
✓Performance summary
✓Access quarterly statements
✓Generate tax and beneficiary reports
✓View invoices
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What's New in Spectrum Access
5.16.0
December 15, 2024
- 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
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FAQ
What can I do with Spectrum Access?
Spectrum Access allows you to monitor your Spectrum Financial accounts, view account activity, holdings, balances, performance summaries, quarterly statements, tax reports, and invoices directly from your mobile device.
Is Spectrum Access free to use?
Yes, Spectrum Access is a free application provided by Spectrum Financial, Inc. There are no charges to download or use the app itself.
What devices does Spectrum Access support?
Spectrum Access is available for iPhone, iPad, and iPod devices, allowing clients to manage their finances across Apple's mobile ecosystem.
How secure is Spectrum Access?
Spectrum Financial values user privacy and security. You access your accounts using your Spectrum client login ID and Password, and the app adheres to the company's privacy policy.
Do I need to be a Spectrum Financial client to use Spectrum Access?
Yes, you must be a client of Spectrum Financial to obtain a login and use Spectrum Access. New clients can request or create a login at investspectrum.com/login.
How often is Spectrum Access updated?
The latest version of Spectrum Access is 5.16.0, which was last updated on December 15, 2024. This indicates regular updates to maintain functionality and security.
What is the age rating for Spectrum Access?
Spectrum Access has an age rating of 4+, making it suitable for users of all ages who are clients of Spectrum Financial.
Does Spectrum Access have ads?
No, Spectrum Access does not contain advertisements. The app is designed to provide a clean and focused experience for managing your financial accounts.
