The AccessMyPortfolio app allows you to access and track your investment account(s) while you're on the move. With the app's simple navigation, you can easily monitor and stay connected to your investment account(s) anytime. In just a few clicks you can access your holdings, asset allocations, and transactions. In addition, the app’s capabilities include:
-A dashboard summarizing your investment account(s), market value, and how your money is invested
-Graphical views showing the value of your investments over time
-Landscape views for more detailed views of your account(s)
You must currently have access to the online AccessMyPortfolio.com site to be able to use this application. For assistance in registering, please contact your financial advisor.
Thank you for using the Access My Portfolio App. The latest version includes:
· Performance Returns by account
· Cash Access Account Details (if applicable)
Ratings and Reviews
Can’t see info..
App keeps crashing
Facial recognition flaw
I like the app but unfortunately SEI will not respond to correcting the issue of the app wanting to sign back in with apple iPhone facial recognition. Seems to be a simple fix but they will not address it even after talking to them.
Does not work on iPhone XS
When I open the app is crashes immediately.
With Family Sharing set up, up to six family members can use this app.