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.
©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.
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.Latest Reviews
![]() |
LEDVISION
Illuminate Your Vision with LEDVISION |
![]() |
AlphaESS
AlphaESS: Power Your Home with Smart Energy Storage |
![]() |
BitDefender Internet Security
Ultimate Online Protection with BitDefender Internet Security |
![]() |
VMware Player
VMware Player - Powerful Virtualization Software for Personal Use |
![]() |
Microsoft Visual Studio 2010 Tools for Office Runtime
Boost Your Office Tools with Microsoft Visual Studio 2010 Runtime |
![]() |
Free Video Cutter Joiner
Easily Cut and Join Videos for Free with DVDVideoMedia's Video Cutter Joiner |
![]() |
UpdateStar Premium Edition
Keeping Your Software Updated Has Never Been Easier with UpdateStar Premium Edition! |
![]() |
Microsoft Visual C++ 2015 Redistributable Package
Boost your system performance with Microsoft Visual C++ 2015 Redistributable Package! |
![]() |
Microsoft Edge
A New Standard in Web Browsing |
![]() |
Google Chrome
Fast and Versatile Web Browser |
![]() |
Microsoft Visual C++ 2010 Redistributable
Essential Component for Running Visual C++ Applications |
![]() |
Microsoft Update Health Tools
Microsoft Update Health Tools: Ensure Your System is Always Up-to-Date! |