SEI Connect - Investor 20240228

SEI Global Services – Freeware – iOS
hors 12 votes

Dernière version
20240228 Coffre-fort à installer

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.

iPhone and iPad are trademarks registered by Apple Inc. in the U.S. and other countries.

Vue d'ensemble

SEI Connect - Investor est un logiciel de Freeware dans la catégorie Entreprise développé par SEI Global Services.

La dernière version de SEI Connect - Investor est 20240228, publié sur 28/05/2024. Au départ, il a été ajouté à notre base de données sur 28/05/2024.

SEI Connect - Investor s’exécute sur les systèmes d’exploitation suivants : iOS.

Utilisateurs de SEI Connect - Investor a donné une cote de 5 étoiles sur 5.

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Dernière version
20240228

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