SEI Connect - Investor vs AssetMark Mobile Usage & Stats
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®.
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AssetMark Mobile’s user-friendly interface and intuitive navigation empower you to access and track your investments anytime, anywhere.
• Stay on top of your portfolio. An intuitive interface allows you to navigate your investments.
• Access visualizations of your portfolio. Portfolio summary data and sharp graphics deliver the insights you need.
• As close as your smartphone. When you can’t be at your laptop, you still can access the account information you need.
IMPORTANT INFORMATION
This is for informational purposes only, is not a solicitation, and should not be considered investment, legal or tax advice. The information has been drawn from sources believed to be reliable, but its accuracy is not guaranteed, and is subject to change. Online access is subject to system availability.
Investing involves risk, including the possible loss of principal. Past performance does not guarantee future results. For more complete information about the various investment solutions available, including the investment objectives, risks, and fees, please refer to the Disclosure Brochure and applicable Fund Prospectus. Please read them carefully before investing. For a copy, please contact AssetMark or your Financial Advisor.
AssetMark, Inc. is an investment adviser registered with the U.S. Securities and Exchange Commission. AssetMark Investment Management, a division of AssetMark, Inc., includes AssetMark, Savos, and Aris strategies. GuideMark® and GuidePath® Funds are distributed by AssetMark Brokerage™, LLC, member FINRA, an affiliate of AssetMark, Inc. AssetMark and third-party strategists and service providers are separate and unaffiliated companies. Each party is responsible for their own content and services.
To learn more visit: AssetMark.com or assetmark.com/mobile | This site is designed for U.S. residents. | ©2023 AssetMark, Inc. All rights reserved.
105823 | C23-20004 | 05/2023
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- Free
- Finance
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SEI Connect - Investor VS. 
AssetMark MobileJanuary 6, 2025