SEI invest - Access My Portfolio
I previously had access to my advisor-managed SEI investor portfolio (www.accessmyportfolio.com) through Simplifi, but it stopped working last week. I have already tried logging in on Simplifi after authorizing Quicken access through the SEI site (which is how I gained access the first time), but it has not worked. When I tried reconnecting the institution, SEI invest - Access My Portfolio is no longer an available option. Can you please fix the connectivity? Thank you!
Comments
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Same here. Access just disappeared. If Quicken/Simplifi is no longer continuing the relationship with I will have to discontinue and look for another service. Please provide feedback.
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i also have this issue.
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It Works with seiclientconnect.
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Yes, please add a way to connect to our SEI Investments. Other account aggregators allow connectivity to SEI Investments. There is no reason that Quicken/Simplifi does not. And contrary to the last post, "seiclientconnect" does not work. The URL that I use for direct access is https://login.sei-connect.com/login/credentials.
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