SEI Connect - Investor

Powering Wealth

Free

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

Ratings & Reviews

  • 4.3
    out of 5
    24 Ratings

- Bug fixes

Version 20251016

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 Linked to You

    The following data may be collected and linked to your identity:

    • Identifiers
    • Usage Data
    • Diagnostics

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

Accessibility

The developer has not yet indicated which accessibility features this app supports. Learn More

Information

  • Seller
    • SEI Investments Management Corporation
  • Size
    • 60.5 MB
  • Category
    • Finance
  • Compatibility
    Requires iOS 15.0 or later.
    • iPhone
      Requires iOS 15.0 or later.
    • iPad
      Requires iPadOS 15.0 or later.
    • iPod touch
      Requires iOS 15.0 or later.
    • Apple Vision
      Requires visionOS 1.0 or later.
  • Languages
    • English
  • Age Rating
    18+
  • Copyright
    • ©2023 SEI Investments Company. All rights reserved. SEI®.
  • Privacy Policy

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