🏷️ About: 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.
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.
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, SEIConnect shuts down. SEIConnect 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 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 SEIConnect.
SEI Connect - Investor appears generally safe, but use with caution.
JustUseApp Safety Score for SEI Connect is 36.5/100.
This assessment is based on our NLP analysis of 30 user reviews.
Combined with the app store average rating of 4.1/5.
SEI Connect - Investor appears legitimate, though exercise caution.
Our NLP models processed user feedback to estimate legitimacy. JustUseApp Legitimacy Score for SEI Connect is 36.5/100 .
This conclusion is based on analysis of 30 user reviews.
SEI Connect collected the following data from you:
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.
SEI’s mobile app provides easy access to your investments and connects you to your financial advisor.
If you are unable to download the application or have any questions, please contact your advisor.
Our Advice+ experience helps you make confident decisions—together with your advisor.
