# Spectrum Access

> Mobile app for monitoring Spectrum Financial accounts and financial data. (iPhone/iPad app by Spectrum Financial, Inc..)

- Source: https://appshunter.io/ios/app/spectrum-access/id1386803502 (this page in markdown: same URL + `.md`)
- Developer: [Spectrum Financial, Inc.](https://appshunter.io/developer/1386803501)
- Category: Finance, Business
- Price: Free
- Rating: 5.00/5 from 1 App Store ratings · 1 written reviews indexed
- Age rating: 4+
- Requires: iOS 13.4 · 41 MB
- Languages: American English
- Released: 2018-06-13
- Data updated: 2026-06-01
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/spectrum-access/id1386803502/reviews.md

## What is Spectrum Access?

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

## Key features

- Account aggregation
- View account activity, holdings, and balances
- Performance summary
- Access quarterly statements
- Generate tax and beneficiary reports
- View invoices

## Recent user reviews (1 of 1)

All indexed reviews: https://appshunter.io/ios/app/spectrum-access/id1386803502/reviews.md

### 5/5 — This is easier then calling their office

*2018-10-23, version 4.1.0*

A great way to access my accounts and get balances, statements, and see performance.

## Frequently asked questions about Spectrum Access

### 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.

## Version history (last 5 releases)

### 5.16.0 — 2024-12-15

- 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

### 5.14.0 — 2024-09-07

- Custom date selection for in-depth portfolio review
- Users able to toggle between each version of their financial plan
- Planning customers may review behavioral finance results from BeFi20 & PulseCheck
- Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile!
- Bug Fixes

### 5.9.0 — 2024-04-11

- Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature

### 5.6.4 — 2024-01-04

- Bug fixes

- User experience improvements

- Added functionality from the web app to the mobile app on our way to creating a cohesive experience from one device to another

### 5.4.0 — 2023-02-14

Bug fixes and performance updates

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## Related topics

[my spectrum account](https://appshunter.io/ios/topics/my-spectrum-account)

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-06-01.*