20240228 Sicher
SEI’s mobile app offers a convenient way to access your investments and stay connected with your financial advisor. The Advice+ feature aims to assist you in making informed decisions in collaboration with your advisor.
Key features:
- Biometric login options: Easily log in using Face ID or TouchID
- Push notifications: Receive timely alerts for new messages and documents
- Document scanner: Utilize your phone’s camera to digitize physical documents
- Document vault: Securely upload, manage, and share important files with your advisor
Viewing capabilities:
- Account balances and holdings overview
- Performance metrics tracking
- Transaction history monitoring
- Access to SEI statements and tax documents
Important information for users:
To utilize the SEI Connect – Investor Portal, you must be a client of a financial institution offering access to the SEI Connect – Investor Portal or AccessMyPortfolio website. Additionally, the financial institution must activate the SEI Connect – Investor Portal application for their account holders. For inquiries or if you encounter issues with the application, kindly reach out to your advisor.
Note: Images included are intended for visual representation purposes only and should not be construed as recommendations or advice.
©2023 SEI Investments Company. All rights reserved. SEI®.
iPhone and iPad are trademarks registered by Apple Inc. in the U.S. and other countries.
Übersicht
SEI Connect - Investor ist eine Freeware-Software aus der Kategorie Office & Business, die von SEI Global Services entwickelt wird.
Die neueste Version von SEI Connect - Investor ist 20240228, veröffentlicht am 28.05.2024. Die erste Version wurde unserer Datenbank am 28.05.2024 hinzugefügt.
SEI Connect - Investor läuft auf folgenden Betriebssystemen: iOS.
Die Nutzer haben SEI Connect - Investor eine Bewertung von 5 von 5 Sternen gegeben.
Screenshots (Klicken, um zu vergrößern)
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