Προγραμματιστής: | SEI Global Services (2) | ||
Τιμή: | Δωρεάν | ||
Κατατάξεις: | 0 | ||
Κριτικές: | 0 Γράψτε μια κριτική | ||
Λίστες: | 0 + 0 | ||
Βαθμοί: | 0 + 12 ¡ | ||
Βαθμοί + 1 |
Περιγραφή
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.
©2023 SEI Investments Company. All rights reserved. SEI®.
iPhone and iPad are trademarks of Apple Inc., registered in the U.S. and other countries
Περισσότερα ↓ 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.
©2023 SEI Investments Company. All rights reserved. SEI®.
iPhone and iPad are trademarks of Apple Inc., registered in the U.S. and other countries
Τι νέο υπάρχει
- Εκδοχή: 20240425
- Ενημερώθηκε:
- Bug fixes
Τιμή
- Σήμερα: Δωρεάν
- Ελάχιστο: Δωρεάν
- Μέγιστο: Δωρεάν
Παρακολούθηση τιμών
Προγραμματιστής
- SEI Global Services
- Πλατφόρμες: iOS Εφαρμογές (2)
- Λίστες: 0 + 0
- Βαθμοί: 0 + 40 ¡
- Κατατάξεις: 0
- Κριτικές: 0
- Εκπτώσεις: 0
- Βίντεο: 0
- RSS: Εγγραφή
Βαθμοί
Δεν βρέθηκε ☹️
Κατατάξεις
Δεν βρέθηκε ☹️
Λίστες
Δεν βρέθηκε ☹️
Κριτικές
Γίνε ο πρώτος που θα αξιολογήσει!
Πρόσθετες πληροφορίες
- Κατηγορία:
iOS Εφαρμογές
›Οικονομία
- Λειτουργικό σύστημα:
iPad
,iPhone
,iOS 15.0 και νεότερες εκδόσεις
- Μέγεθος:
49 Mb
- Υποστηριζόμενη γλώσσα:
English
- Αξιολόγηση περιεχομένου:
17+
- App Store Εκτίμηση:
4.6
(12) - Ενημερώθηκε:
- Ημερομηνία έκδοσης:
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