Apps Like SEI Connect - Investor for iPhone and iPad
Access accounts with biometrics
Access accounts with biometric login via Face ID or TouchID. Receive push notifications for new messages and documents. Scan physical documents using the camera to create formatted files.
by SEI Investments Management Corporation★ 4.224 ratingsFinanceFreeData updated 2026-09-06
View investment performance with account balances, time-weighted returns, and earnings. Track transfers, deposits, withdrawals, and other transactions. See detailed breakdowns of investment allocations and holdings.
Account summaries, statements, and transaction history at any time. Transfer funds in and out of accounts. View secure 24/7 to CD and Savings accounts.
Track portfolio balances, performance, and transactions with real-time updates. Monitor financial goals and progress toward retirement, savings, and other objectives.