Access My Portfolio 4+

SEI Global Services

Designed for iPhone

    • 2.4 • 29 Ratings
    • Free

iPhone Screenshots


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 site to be able to use this application. For assistance in registering, please contact your financial advisor.

What’s New

Version 2.14.0

Performance enhancements and bug fixes.

Ratings and Reviews

2.4 out of 5
29 Ratings

29 Ratings

Jorgina:) ,

Can’t see info..

App keeps crashing

brian Jarosinski ,

App glitch force closing at sign on attempt

The app has suddenly started force closing when I try and sign in. I have deleted it on two iPhone 13 devices with newest OS and reloaded and tried again and it still doing it. Unable to login to my accounts Please fix this glitch from i assume a new app update asap!!

pr042019 ,

Crashes on iOS 16

This app used to work for me but now it just flashes on the screen for one second and then closes right away. This has been happening for a while now. I need better solutions from the company that holds my investments.

App Privacy

The developer, SEI Global Services, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.

Data Not Linked to You

The following data may be collected but it is not linked to your identity:

  • Search History
  • Identifiers
  • Usage Data
  • Diagnostics

Privacy practices may vary, for example, based on the features you use or your age. Learn More

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