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

What’s New

Version 2.5

Performance enhancements and bug fixes.

Ratings and Reviews

3.1 out of 5
14 Ratings

14 Ratings

Flick2018 ,

App frozen IPhone XR

App is frozen after update and continues after IPhone 10R reboot.

Artexas ,

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.

Jorgina:) ,

Can’t see info..

App keeps crashing

App Privacy

The developer, SEI Global Services, has not provided details about its privacy practices and handling of data to Apple. For more information, see the developer’s privacy policy.

No Details Provided

The developer will be required to provide privacy details when they submit their next app update.


  • Family Sharing

    With Family Sharing set up, up to six family members can use this app.

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