Nhà phát triển: | SEI Global Services (2) | ||
Giá bán: | Miễn phí | ||
Xếp hạng: | 0 | ||
Đánh giá: | 0 Viết đánh giá | ||
Danh sách: | 0 + 0 | ||
Điểm: | 0 + 12 ¡ | ||
Điểm + 1 |
Mô tả
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
Thêm ↓ 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
Tính năng mới
- Phiên bản: 20240425
- Cập nhật:
- Bug fixes
Giá bán
- Hôm nay: Miễn phí
- Tối thiểu: Miễn phí
- Tối đa: Miễn phí
Theo dõi giá
Nhà phát triển
- SEI Global Services
- Nền tảng: iOS Ứng dụng (2)
- Danh sách: 0 + 0
- Điểm: 0 + 40 ¡
- Xếp hạng: 0
- Đánh giá: 0
- Giảm giá: 0
- Video: 0
- RSS: Đăng ký
Điểm
Không tìm thấy ☹️
Xếp hạng
Không tìm thấy ☹️
Danh sách
Không tìm thấy ☹️
Đánh giá
Hãy là người đầu tiên đánh giá!
Thông tin bổ sung
- Danh mục:
iOS Ứng dụng
›Tài chính
- HĐH:
iPad
,iPhone
,iOS 15.0 trở lên
- Kích thước:
49 Mb
- Ngôn ngữ được hỗ trợ:
English
- Xếp hạng nội dung:
17+
- App Store Xêp hạng:
4.6
(12) - Cập nhật:
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