Account Access

Account Access

Registered Representatives

To access materials for financial professionals only, log in below. If you need a User ID and Password, please contact Spectrum IT Services at 757-463-7600.

Individual Investors

Because a single client account may be held at a number of different custodians and fund companies, consolidated account access is not available at this time. We are exploring ways to make this service available to our clients beyond the annual summary provided by Spectrum.

Until technical issues are resolved, you can check account balances online at the individual fund companies, brokerage firms, variable annuity providers and trust companies. You will need a User ID and Password provided by the company where your assets are held. Click the investment company type for links to the login pages of the companies most commonly used by Spectrum for client accounts:

	Direct Mutual Funds - Direxion, Rydex, Profunds, SunAmerica, Evergreen
	Custodians - TD Ameritrade, Charles Schwab, RFS
	Direct Variable Annuity Companies - Pacific Life, AIG SunAmerica, John Hancock, American Skandia, Nationwide, The Hartford, Allianz, Jefferson National
	Direct Variable Life Companies - Pacific Life, John Hancock, ING Security Life, Security Benefit

Spectrum Financial Inc.
2940 N. Lynnhaven Road | Suite 200 | Virginia Beach, Virginia 23452
Tel: 757-463-7600

Create a Good Password

When creating a password, don't use any part of your user name, full name, address, birth date, and so on. This information is readily available to intruders.

Make sure your password is at least six to eight characters long. Generally, the longer the better. Because password cracking programs can try millions of word combinations per second, don't use English or even foreign words. Use different kinds of characters in your password such as uppercase letters, lowercase letters, numbers and non-alphanumeric symbols (such as #@!&). Consider using a pass phrase that combines easy to remember words, such as "Rexwasmy#1dog."

Don't make your password easily accessible. Change your password every month to six weeks and don't recycle old passwords or use the same one for different applications.