SEI Connect - Investor 20240228

SEI Connect - Investor 20240228

SEI Global Services – Freeware – iOS
out of 12 votes
Latest Version
20240228
Safe to install
EXCELLENT User Rating

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.

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)

Related


Ansel Health

Ansel offers a straightforward supplementary solution designed to offer prompt financial aid during the path to recovery.

CORE24

Core Assurance Partners is committed to exceeding client expectations through its extensive range of service options. The availability of support 24/7, combined with mobile accessibility and efficient service delivery, positions the firm …

Faith Direct – eGiving for Churches

The Faith Direct mobile app provides a secure and user-friendly way to manage your Faith Direct account on the go. With this app, you can locate your church, register, make quick donations, manage your account details, access information …

Nemerald

The Nemerald mobile applications offer a comprehensive solution for teams seeking to maintain connectivity and productivity while on the move, all within the familiar framework of their Nemerald accounts.

PaulHood

Hood CPAs Mobile serves as an accessible extension of Hood & Associates CPAs, PC, designed to facilitate seamless communication between the firm and its clients.

Proud Clients

Experience efficient business management on-the-go with our newly launched mobile application. Seamlessly handle tasks, save time, and focus on your core business activities using this convenient tool.
Secure and free downloads checked by UpdateStar

Stay up-to-date
with UpdateStar freeware.

Latest Reviews

3uTools 3uTools
3uTools: Ultimate iOS Management Tool
Bitdefender VPN Bitdefender VPN
Secure Your Online Activities with Bitdefender VPN
E-IMZO E-IMZO
E-IMZO: The Ultimate Digital Signature Solution
Z Zero Install
Zero Install: Hassle-free software installation
AUTODESK MAYA AUTODESK MAYA
Powerful 3D modeling and animation software for professionals.
GnuCash GnuCash
GnuCash: Powerful Financial Management for Everyone
UpdateStar Premium Edition UpdateStar Premium Edition
Keeping Your Software Updated Has Never Been Easier with UpdateStar Premium Edition!
Microsoft Visual C++ 2015 Redistributable Package Microsoft Visual C++ 2015 Redistributable Package
Boost your system performance with Microsoft Visual C++ 2015 Redistributable Package!
Microsoft Edge Microsoft Edge
A New Standard in Web Browsing
Google Chrome Google Chrome
Fast and Versatile Web Browser
Microsoft Visual C++ 2010 Redistributable Microsoft Visual C++ 2010 Redistributable
Essential Component for Running Visual C++ Applications
Microsoft Update Health Tools Microsoft Update Health Tools
Microsoft Update Health Tools: Ensure Your System is Always Up-to-Date!

Latest Updates


Harrdy Sandhu Songs 1.0

This application offers a curated collection of Harrdy Sandhu's songs, providing users with a wide variety of options for entertainment and personalization.

RTVS 1.0

The new RTVS application offers an integrated experience for both television and radio consumption. It serves as an upgraded version of the previous iRadio RTVS app, expanding its functionality to include a television component, an …

Curved Edge Wallpaper 6.1

We offer a selection of high-quality Curved wallpapers specifically designed for Android mobile phones. Our collection includes the captivating "Borderlight wallpaper," ideal for aficionados of curved edge design.

Quizdom Battle 1.10

Quizdom Battle represents the next generation of the popular trivia game initially launched in 2014, which garnered a dedicated user base of over 2.5 million players.

Cartão PROTESTE 6.0.9

Say goodbye to concerns about bills, interest rates, or carrying cash in your wallet. You do not need a bank account to benefit from this service, and you can accumulate cashback with real money back rewards.

Tung Tung Sahur Brainrot Merge 1.0

Review of Tung Tung Tung Sahur: Brainrot Merge Tung Tung Tung Sahur: Brainrot Merge presents a uniquely chaotic and humorous merging experience inspired by the viral meme trends dominating social media.