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SEI Connect - Investor

SEI Connect - Investor

Powering Wealth

34 ratings
9 reviews
💰 Finance
Free

Details

Released
May 25, 2023
Updated
October 30, 2026

Features

Developer

SEI Global Services
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SEI Connect - Investor screenshot #1 for iPhone
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SEI Connect - Investor screenshot #5 for iPhone
SEI Connect - Investor screenshot #6 for iPhone
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About

Access your investments and connect with your financial advisor through this mobile application. It offers secure login, document scanning and storage, and real-time viewing of your financial data and performance.

✓Biometric login
✓Push notifications
✓Document scanner
✓Document vault
✓View balances and holdings
✓Track performance data
✓Review transaction activity
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What's New in SEI Connect

20261021

October 30, 2026

We're constantly refining the app to make your experience smoother. This release includes bug fixes and under-the-hood improvements.

User reviews

Most RecentHighest RatedLowest Rated

Bug

My app also quit working a couple weeks ago.
AAJ64***

App quit

My app just quit all of a sudden after using it a few years. I can login through the browser but not on app. It takes my user name and password sends me a code through a text then once I enter validate it just goes back to my phone screen. I noticed someone else is having the same problem. I have iPhone 16.
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PPeewee1601

Quit working

This app worked just fine for the last 10 mos., but yesterday it quit working on my phone. I try to go into it and it just takes me back to my Home Screen. Have you heard of this and if so, how can I get it to work again?

I have a iPhone 17 pro and I have the latest update iOS 26.6.2.
KCKris in columbus

NonDynamic

App has great features that allows users to easily track investments and net worth. However, user experience is hampered by the site being static and not dynamic. An upgrade to dynamic type is needed.
MMatthew1960

Loading

App is not loading… Showing error.
FF-Healey
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Developer apps

Access My Portfolio
Access My Portfolio

by SEI Investments Management Corporation

💰 Finance

(29)

Free
See developer apps

FAQ

What is SEI Connect?

SEI Connect is a mobile application designed to provide clients with easy access to their investments and a direct connection to their financial advisor. It facilitates confident financial decision-making through a collaborative experience.

How do I access my accounts with SEI Connect?

You can conveniently access your accounts using biometric login capabilities like Face ID or Touch ID. The app also provides push notifications for new messages and documents.

Can I store documents in SEI Connect?

Yes, SEI Connect features a document vault where you can upload, store, and exchange important files with your financial advisor. It also includes a document scanner to digitize physical documents.

What financial information can I view in SEI Connect?

You can view your account balances and holdings, performance data, transaction activity, and access SEI statements and tax documents directly within the app.

Who is eligible to use SEI Connect – Investor Portal?

To use the SEI Connect – Investor Portal, you must be a client with an account at a financial institution that provides access via the SEI Connect – Investor Portal or AccessMyPortfolio website, and that institution must have activated the application for its account holders.

Does SEI Connect have ads?

Yes, SEI Connect contains advertisements. This is indicated by the 'hasAds' flag being true in the application data.

What devices support SEI Connect?

SEI Connect is supported on iPhone, iPad, and iPod devices. It is available for users aged 17 and older.

When was SEI Connect last updated?

The latest version of SEI Connect was updated on March 5, 2026. The app was initially released on May 25, 2023.