Access My Portfolio

SEI Global Services, Inc.

About this app

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.

Ratings and reviews

It keeps popping up with a message to follow the link to update the App but then doesn't direct me to the update.

Why does it need my location? I simply want to view my account. Yet this app doesn't even let me get past opening the app before being forced to share my location. Well, no.

Please fix bug that keeps update available screen appearing on my Galaxy S8 every time I open app even after updating several times!

What's new

Performance enhancements and bug fixes.