Spectrum Access 4+
Spectrum Financial, Inc.
Designed for iPad
-
- Free
Screenshots
Description
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
What’s New
Version 5.16.0
- 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
Ratings and Reviews
App Privacy
The developer, Spectrum Financial, Inc., indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.
Data Linked to You
The following data may be collected and linked to your identity:
- Usage Data
Data Not Linked to You
The following data may be collected but it is not linked to your identity:
- Identifiers
- Diagnostics
Privacy practices may vary, for example, based on the features you use or your age. Learn More
Information
- Seller
- SPECTRUM FINANCIAL, INC.
- Size
- 43.1 MB
- Category
- Finance
- Compatibility
-
- iPhone
- Requires iOS 13.4 or later.
- iPad
- Requires iPadOS 13.4 or later.
- iPod touch
- Requires iOS 13.4 or later.
- Mac
- Requires macOS 11.0 or later and a Mac with Apple M1 chip or later.
- Apple Vision
- Requires visionOS 1.0 or later.
- Languages
-
English
- Age Rating
- 4+
- Copyright
- © 2024 Spectrum Financial, Inc.
- Price
- Free