add back SEI (edited)
pmb
Member
Best Answer
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@pmb, thanks for posting to the Community!
It looks like we have an existing request for SEI that I'd definitely suggest providing your feedback on and following for updates.
I hope this helps!
-Coach Natalie
-Coach Natalie
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Answers
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SEI's accessmyportfolio.com is not any option anymore in Simplifi. Please add this URL back as an SEI account option. The option currently for SEI will not work.
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which is what Simplifi has now but it shows that Clients of advisors need —0
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Will accessmyportfolio.com be added as an SEI account option?
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Hello @pmb,
Thanks for reaching out! I would definitely suggest voting for the request listed above by @Coach Natalie!
Thanks,
Coach Jon
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This discussion has been closed.