SEI Connect - Investor

1K+
Downloads
Content rating
Everyone
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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.
Updated on
Dec 10, 2024

Data safety

Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region, and age. The developer provided this information and may update it over time.
This app may share these data types with third parties
Personal info, App activity, and Device or other IDs
This app may collect these data types
Personal info, Messages and 5 others
Data is encrypted in transit
Data can’t be deleted

What's new

- Bug fixes