SEI Connect - Investor
500+
Downloads
Jedes Alter
info
Über diese App
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®.
Android, Google Play, Android WearOS and Google Pay are trademarks of Google Inc. Use of this trademark is subject to Google Permissions.
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®.
Android, Google Play, Android WearOS and Google Pay are trademarks of Google Inc. Use of this trademark is subject to Google Permissions.
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Was die Sicherheit angeht, solltest du als Erstes verstehen, wie Entwickler deine Daten erheben und weitergeben. Die Datenschutz- und Sicherheitspraktiken können je nach deiner Verwendung, deiner Region und deinem Alter variieren. Diese Informationen wurden vom Entwickler zur Verfügung gestellt und können jederzeit von ihm geändert werden.
Diese App kann die folgenden Datentypen an Dritte weitergeben
Personenbezogene Daten, App-Aktivitäten und Geräte- oder andere IDs
Diese App kann die folgenden Datentypen erheben
Personenbezogene Daten, Nachrichten und 5 andere
Daten werden bei der Übertragung verschlüsselt
Daten können nicht gelöscht werden
Neuigkeiten
- Bug fixes
