SEI Connect - Investor 20240228

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.

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