SEI Connect - Investor 20240228

SEI Global Services – Freeware – iOS
out of 12 votes

Latest Version
20240228 Safe to install

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.

Overview

SEI Connect - Investor is a Freeware software in the category Business developed by SEI Global Services.

The latest version of SEI Connect - Investor is 20240228, released on 05/28/2024. It was initially added to our database on 05/28/2024.

SEI Connect - Investor runs on the following operating systems: iOS.

Users of SEI Connect - Investor gave it a rating of 5 out of 5 stars.

Screenshots (Click to view larger)

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Latest Version
20240228

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