20240228 インストールしても安全
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.
概要
SEI Connect - Investor は、 SEI Global Servicesによって開発されたカテゴリ ビジネス の Freeware ソフトウェアです。
SEI Connect - Investor の最新バージョン 20240228 2024/05/28 にリリースです。 それは最初 2024/05/28 のデータベースに追加されました。
SEI Connect - Investor が次のオペレーティング システムで実行されます: iOS。
ユーザー SEI Connect - Investor の 5 5 つの星からの評価を与えた。
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