Client Corner

 

To our clients, we say, "Thank You!"  It is because of the many referrals from you to family and friends that we continue to grow.  We appreciate the opportunity to be of service to you and consider it the best compliment when you are willing to refer us to others.  We constantly strive to provide the best service in our industry and we appreciate this reward.  If you know others interested in an introductory consultation with one of the advisors at Spectrum Financial, please let us know and we are happy to follow up with them. 

 

Client Account Access

Brokerage Accounts

  Securities America
If you already have a User ID and PIN, please click here to view your Securities America account information on-line. If you would like to receive a User ID and PIN, please call our Client Service Department (828) 328-9551 to setup your Securities America accounts for on-line viewing.     

 

 
Retirement Employee Accounts

401(k) FBA Account


Non Brokerage Accounts

Home - AIG SunAmerica  

Allianz Global Investors | Global Website - Home 

American Funds

BlackRock Home 

BTS Asset Management 

DWS Investments International :: HOME

Eaton Vance Managed Investments 

United States--Franklin Templeton Investments -

Hartford Investor Home 

ING USA 

Jackson National Life Insurance Company 

Investments, Insurance, Retirement - John Hancock 

John Hancock Funds 

JPMorgan Chase  

Lincoln National Corporation 

OppenheimerFunds.com Investor Service Center 

Pacific Life Insurance Company | Life Insurance | Variable ... 

Prudential Insurance Company of America