add back SEI (edited)

pmb Member

April 11 edited May 23 in Adding and Updating Accounts

Please add back SEI url - accessmyportfolio.com

Tagged:

• Online Banking

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Best Answer

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  Coach Natalie Administrator, Moderator admin

  April 11 Answer ✓

  @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.

  https://community.simplifimoney.com/discussion/7590/sei-invest-access-my-portfolio

  I hope this helps!

  -Coach Natalie

  -Coach Natalie

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Answers

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  pmb Member

  April 14

  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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  pmb Member

  April 14

  see https://www.seic.com/login-clients which is what Simplifi has now but it shows that Clients of advisors need — AccessMyPortfolio.com

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  pmb Member

  April 23

  Will accessmyportfolio.com be added as an SEI account option?

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• 

  Coach Jon Moderator admin

  April 23

  Hello @pmb,

  Thanks for reaching out! I would definitely suggest voting for the request listed above by @Coach Natalie!

  https://community.simplifimoney.com/discussion/comment/33736#Comment_33736

  Thanks,

  Coach Jon

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