---
title: "SEI Connect - Investor - Reviews, Revenue and Downloads in United States | Apple App Store"
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 feat"
---

# SEI Connect - Investor — United States
> Powering Wealth

![SEI Connect App Icon](https://is1-ssl.mzstatic.com/image/thumb/Purple221/v4/dc/fb/e9/dcfbe934-dd5b-7c55-0e25-4b7b9bbf2958/AppIcon-0-0-1x_U007emarketing-0-11-0-85-220.png/400x400bb.png)

**Developer:** [SEI Global Services](https://apptail.io/developer/sei-global-services-logb)
**Category:** Finance
**Rating:** 4.1/5 (30 ratings)
**Price:** Free
**Bundle ID:** com.seic.connect
**Store:** Apple App Store
**Country:** United States
**Version:** 20260811 (released 2026-08-18)
**Original Release:** 2023-05-25

**App Store Link:** [Download on Apple App Store](https://apps.apple.com/us/app/app/id1668221443)
**AppTail Page:** [https://apptail.io/app/sei-connect-investor-ftBm/united-states](https://apptail.io/app/sei-connect-investor-ftBm/united-states)

## SEI Connect 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

## SEI Connect Screenshots
- [Screenshot 1](https://is1-ssl.mzstatic.com/image/thumb/PurpleSource116/v4/d9/39/82/d93982c4-53a2-4545-0251-29780a158256/d21fa259-14b2-425e-8c69-119af8bd7b11_Simulator_Screen_Shot_-_iPhone_8_Plus_-_2023-05-12_at_14.10.27.png/1242x2208.png)
- [Screenshot 2](https://is1-ssl.mzstatic.com/image/thumb/PurpleSource126/v4/37/1c/d3/371cd346-da07-47e9-aeb9-bbcfc433ee81/a933130f-42ff-4f4a-a6e7-b1ae43a04872_Simulator_Screen_Shot_-_iPhone_8_Plus_-_2023-05-12_at_14.11.08.png/1242x2208.png)
- [Screenshot 3](https://is1-ssl.mzstatic.com/image/thumb/PurpleSource126/v4/20/9c/3d/209c3d3c-9920-192c-6336-2e28d36ec064/31941382-8f09-47c3-8b28-a172991b6c43_Simulator_Screen_Shot_-_iPhone_8_Plus_-_2023-05-12_at_14.10.32.png/1242x2208.png)
- [Screenshot 4](https://is1-ssl.mzstatic.com/image/thumb/PurpleSource126/v4/68/a7/49/68a749e8-517b-ae2d-fe1f-414b5e2aaf67/167c9bcf-abcf-48f8-9233-4e5a75faff38_Simulator_Screen_Shot_-_iPhone_8_Plus_-_2023-05-12_at_14.10.40.png/1242x2208.png)
- [Screenshot 5](https://is1-ssl.mzstatic.com/image/thumb/PurpleSource116/v4/c6/9f/8c/c69f8c3a-dee8-ce5c-3dd3-7954a1b71acb/9cb09d77-b692-44d9-a74e-ed93e95761d4_Simulator_Screen_Shot_-_iPhone_8_Plus_-_2023-05-12_at_14.10.44.png/1242x2208.png)
- [Screenshot 6](https://is1-ssl.mzstatic.com/image/thumb/PurpleSource126/v4/2c/4e/03/2c4e0361-b90d-9c33-4fc0-113dfefaa05b/1d0046ee-efe4-41a4-aabc-e8e7a3a692cb_Simulator_Screen_Shot_-_iPhone_8_Plus_-_2023-05-12_at_14.10.48.png/1242x2208.png)

## SEI Connect Rating Breakdown in United States
- 5 stars: 20 (67%)
- 4 stars: 2 (7%)
- 3 stars: 3 (10%)
- 2 stars: 1 (3%)
- 1 stars: 4 (13%)

## SEI Connect Reviews in United States

### ****- "Great app"
Great app but would like to see horizontal screen rotation support for iPad.
-- MattD1127, 2024-05-09

### **--- "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.
-- Cher231, 2023-09-29

### ***-- "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.
-- masterswordzman, 2023-07-14

[View all SEI Connect reviews and detailed analytics on AppTail](https://app.apptail.io/signup?utm_campaign=ai-crawl&utm_content=reviews)



## SEI Connect Discovered Keywords
- investor

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---

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