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Access My Portfolio app for iPhone and iPad


4.4 ( 6464 ratings )
Finance
Developer: SEI Global Services
Free
Current version: 2.3.0, last update: 4 years ago
First release : 29 Nov 2017
App size: 40.71 Mb

The AccessMyPortfolio app allows you to access and track your investment account(s) while youre on the move. With the apps simple navigation, you can easily monitor and stay connected to your investment account(s) anytime. In just a few clicks you can access your holdings, asset allocations, and transactions. In addition, the app’s capabilities include:
-A dashboard summarizing your investment account(s), market value, and how your money is invested
-Graphical views showing the value of your investments over time
-Landscape views for more detailed views of your account(s)

You must currently have access to the online AccessMyPortfolio.com site to be able to use this application. For assistance in registering, please contact your financial advisor.