SEI Connect - Investor 20240424
Free Version
Publisher Description
SEI’s mobile app provides easy access to your investments and connects you to your financial advisor. Our Advice+ experience helps you make confident decisions—together with your advisor.
Key features:
- Biometric login capabilities: Conveniently access your accounts through Face recognition or TouchID
- Push notifications: Get alerts when new messages and documents are delivered
- Document scanner: Use your phone’s camera to detect physical documents and format them into a scanned file
- Document vault: Upload, store, and exchange important files with your advisor
Viewing capabilities:
- Balances and holdings
- Performance data
- Transaction activity
- SEI statements and tax documents
Important information for users:
To use the SEI Connect – Investor Portal, you must be a client with an account at a financial institution that provides its clients access to their account information via the SEI Connect – Investor Portal or AccessMyPortfolio website. The financial institution also has to specifically activate the SEI Connect – Investor Portal application for its account holders. If you are unable to download the application or have any questions, please contact your advisor.
Images are for illustrative purposes only and do not constitute recommendations or advice.
©2023 SEI Investments Company. All rights reserved. SEI®.
iPhone and iPad are trademarks of Apple Inc., registered in the U.S. and other countries
Apr 25, 2024
Version 20240424
Bug fixes
About SEI Connect - Investor
SEI Connect - Investor is a free app for iOS published in the Accounting & Finance list of apps, part of Business.
The company that develops SEI Connect - Investor is SEI Global Services. The latest version released by its developer is 20240424.
To install SEI Connect - Investor on your iOS device, just click the green Continue To App button above to start the installation process. The app is listed on our website since 2024-04-25 and was downloaded 1 times. We have already checked if the download link is safe, however for your own protection we recommend that you scan the downloaded app with your antivirus. Your antivirus may detect the SEI Connect - Investor as malware if the download link is broken.
How to install SEI Connect - Investor on your iOS device:
- Click on the Continue To App button on our website. This will redirect you to the App Store.
- Once the SEI Connect - Investor is shown in the iTunes listing of your iOS device, you can start its download and installation. Tap on the GET button to the right of the app to start downloading it.
- If you are not logged-in the iOS appstore app, you'll be prompted for your your Apple ID and/or password.
- After SEI Connect - Investor is downloaded, you'll see an INSTALL button to the right. Tap on it to start the actual installation of the iOS app.
- Once installation is finished you can tap on the OPEN button to start it. Its icon will also be added to your device home screen.
