SEI Connect - Investor

SEI Global

About this 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.

Ratings and reviews

The app has been completely unusable for me. It forces you to update, but when you go to the App Store there is no update available — just an "Open" button. This creates an endless loop where you cannot access anything. I've tried clearing the cache, force stopping, and reinstalling and nothing works. Extremely frustrating for an app I rely on.

App says it needs to be updated. When going to the playstore to update and then go back to the app it says update again. All seems to be stuck in an endless loop and is now worse than useless because it won't work! Uninstalled and re-installed several times with no luck. Hope the investment company that holds my assets fixes this so I can stay on top of my assets gains and losses. Once a month statements only is unacceptable and if that's how it will be now I will move my assets elsewhere.

Won't run unless I update through the store, and the store won't update. I've uninstalled and installed the most recent version available in the store. I'm still told via the app that I have to update. So, SEI just bricked their app. Great Job! Thanks for thinking about your clients

What’s new

- Bug fixes