SEI Connect - Investor 20240228

SEI Global Services – Freeware – iOS
av 12 röster

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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:
<ul>
<li>Biometric login options: Easily log in using Face ID or TouchID</li>
<li>Push notifications: Receive timely alerts for new messages and documents</li>
<li>Document scanner: Utilize your phone’s camera to digitize physical documents</li>
<li>Document vault: Securely upload, manage, and share important files with your advisor</li>
</ul>

Viewing capabilities:
<ul>
<li>Account balances and holdings overview</li>
<li>Performance metrics tracking</li>
<li>Transaction history monitoring</li>
<li>Access to SEI statements and tax documents</li>
</ul>

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.

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