SEI Connect - Investor 17+
Powering Wealth
SEI Global Services
-
- Free
Screenshots
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
What’s New
Version 20241014
- Bug Fixes
- Accessibility Improvements
Ratings and Reviews
Great app
Great app but would like to see horizontal screen rotation support for iPad.
Developer Response ,
Thanks for sharing your feedback with us! We've now added support for horizontal screen rotation for iPad in the latest update!
Cool but spotty performance
I have the latest version of iOS and the SEI Connect app. It was very easy to add all my accounts, but whenever I try to select one specific account, the app shuts down. The app also loses all details except the total after you’ve been on it a while. It works fine to just get on iand look at your balances then close.
Good for Most Things
Good if you want to see updates on your accounts on your phone, but you can’t manage your offline accounts. For that you have to go to the website, which defeats the purpose of using this app.
Developer Response ,
Great news, we have addressed your feedback! You can now add and manage your linked or offline accounts without needing to go to the website. We appreciate your patience and hope you enjoy this new update!
Please keep sharing your feedback with us!
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 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
Information
- Seller
- SEI Investments Management Corporation
- Size
- 51.3 MB
- Category
- Finance
- Compatibility
-
- 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
- 17+
- Copyright
- ©2023 SEI Investments Company. All rights reserved. SEI®.
- Price
- Free