SEI Connect - Investor

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.

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