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SEI Connect - Investor

SEI Connect - Investor

Powering Wealth

30 ratings
5 reviews
With Ads
💰 Finance
Free
With Ads

Details

  • Released
  • Updated
  • May 25, 2023
  • June 2, 2026

Developer

SEI Investments Management Corporation
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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

20260529

June 2, 2026

- Bug fixes

User reviews

Most RecentHighest RatedLowest Rated

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App is not loading… Showing error.
F-HealeyF-Healey

Total balances are wrong

Depending on which screen and which time period you pick to see returns, the -current- balance varies. Seems like pretty basic testing should catch this sort of thing.
Testing Is ImportantTesting Is Important

Great app

Great app but would like to see horizontal screen rotation support for iPad.
MattD1127MattD1127

Response from developer

Thanks for sharing your feedback with us! We've now added support for horizontal screen rotation for iPad in the latest update!

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.
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Cher231Cher231

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.
masterswordzmanmasterswordzman

Response from developer

Great news, we have addressed your feedback! You can now add and manage your linked or offline accounts without needing to go to the website. We appreciate your patience and hope you enjoy this new update! Please keep sharing your feedback with us!

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.