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.
Przegląd
SEI Connect - Investor jest programem Freeware w kategorii (2), opracowany przez SEI Global Services.
Najnowsza wersja SEI Connect - Investor jest 20240228, wydany na 28.05.2024. Początkowo był to dodane do naszej bazy na 28.05.2024.
SEI Connect - Investor jest uruchamiany w następujących systemach operacyjnych: iOS.
Użytkownicy SEI Connect - Investor dał pewien oszacowanie od 5 z 5 gwiazdek.
Powiązane produkty
27.11.2024 | Notepad++ 8.7.2.0 |
27.11.2024 | Asus GPU Tweak III 1.8.1.2 |
27.11.2024 | Acrylic Wi-Fi Sniffer 1.5.9075.28506 |
27.11.2024 | MPC-HC 2.3.8 |
27.11.2024 | WinScan2PDF 9.13 |
z UpdateStar freeware.
26.11.2024 | Use a free UpdateStar Pack to setup your software in 2025 |
22.11.2024 | Wireshark 4.4.2 update available |
21.11.2024 | US government wants Google to sell the Chrome browser |
20.11.2024 | 7-Zip update fixes vulnerability |
20.11.2024 | Why use a VPN service in 2025? |
Najnowsze recenzje
User Experience Improvement Program Service
Popraw swoje wrażenia użytkownika dzięki usłudze Programu Doskonalenia firmy Acer |
|
Microsoft SQL Server Compact x64 ENU
Wydajny SQL Server Compact dla systemów x64 |
|
App Explorer
Eksploruj świat aplikacji dzięki Eksploratorowi aplikacji firmy SweetLabs. |
|
HP System Event Utility
HP System Event Utility: Usprawnij zarządzanie zdarzeniami systemowymi |
|
utools
Zwiększ swoją produktywność dzięki uTools! |
|
Canon G2000 series MP Drivers
Wydajne sterowniki drukarki dla serii Canon G2000 |