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Access My Portfolio

Access My Portfolio

by SEI Investments Management Corporation

29 ratings
14 reviews
💰 Finance

Archived App

This is an archived listing of the app previously available on the App Store.

Although the app is no longer distributed by Apple, you can still view its description, screenshots, version history, ratings, and metadata for reference.

Details

  • Released
  • Updated
  • November 29, 2017
  • July 29, 2024

Features

Developer

SEI Investments Management Corporation
✨Promote your app ✨
Access My Portfolio screenshot #1 for iPhone
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⭐14
Reviews↘︎
🔄6+ apps
Alternatives↘︎
❓8 answered
FAQ↘︎
📦w/o updates
Updates frequency↘︎
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About

Access and track your investment accounts on the go with this finance app. Monitor holdings, asset allocations, and transactions through a simple interface. View summaries, market value, and investment growth over time.

✓Access investment accounts on the go
✓Track holdings and transactions
✓View asset allocation
✓Investment account summaries
✓Graphical views of investment value
✓Landscape detailed views
Show original description

What's New in Access My Portfolio

2.15.0

July 29, 2024

Bug Fixes and Performance Improvement.

User reviews

Most RecentHighest RatedLowest Rated

Doesn’t work on iPad

Wom
Not send one time passcode so you can’t access anything
ChuckieKeChuckieKe

Constantly crashes

Login credentials seem to be working it app immediately crashes.
Mongo_BeansMongo_Beans

Unusable

The app crashes before i can make it past the login screen. I cant use it at all.
KeirSanzanoKeirSanzano

Crash, crash and crash again…

App continues to crash after 2FA entry. App continuously crashes after log in, even without 2FA.
Mongo_BeansMongo_Beans

App glitch force closing at sign on attempt

The app has suddenly started force closing when I try and sign in. I have deleted it on two iPhone 13 devices with newest OS and reloaded and tried again and it still doing it. Unable to login to my accounts Please fix this glitch from i assume a new app update asap!!
brian Jarosinskibrian Jarosinski
See 9 more reviews

Developer apps

SEI Connect - Investor
SEI Connect - Investor

Powering Wealth

💰 Finance

(30)

Free
With Ads
See developer apps

FAQ

Does Access My Portfolio have ads?

No, Access My Portfolio does not contain advertisements.

What is the rating for Access My Portfolio?

Access My Portfolio has a rating of 2.4 stars based on 29 user ratings.

Is Access My Portfolio free to use?

Yes, Access My Portfolio is available for free download and use.

What devices does Access My Portfolio support?

Access My Portfolio is supported on iPhone and iPod devices.

How often is Access My Portfolio updated?

The latest version, 2.15.0, was released on July 29, 2024, indicating regular updates.

What is the age rating for Access My Portfolio?

Access My Portfolio has an age rating of 4+, making it suitable for a wide audience.

Can I use Access My Portfolio without an existing account?

No, you must currently have access to the online AccessMyPortfolio.com site to use this application. Contact your financial advisor for registration assistance.

What kind of financial data can I view in Access My Portfolio?

You can view a dashboard summarizing your investment accounts, market value, how your money is invested, graphical views of investment value over time, and detailed account views.