Great app
Great app but would like to see horizontal screen rotation support for iPad.
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
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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
Screenshots
SEI Connect FAQ
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Is SEI Connect free?
Yes, SEI Connect is completely free and it doesn't have any in-app purchases or subscriptions.
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Is SEI Connect legit?
Not enough reviews to make a reliable assessment. The app needs more user feedback.
Thanks for the vote -
How much does SEI Connect cost?
SEI Connect is free.
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What is SEI Connect revenue?
To get estimated revenue of SEI Connect app and other AppStore insights you can sign up to AppTail Mobile Analytics Platform.
User Rating
4.17 out of 5
23 ratings in United States
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Ratings History
SEI Connect Reviews
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.
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.
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App Info
- Category
- Finance
- Publisher
- SEI Investments Management
- Languages
- English
- Recent release
- 20250507 (2 months ago )
- Released on
- May 25, 2023 (2 years ago )
- Also available in
- United States
- Last Updated
- 1 week ago
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