You are using an outdated browser. Please upgrade your browser to improve your experience.
Access My Portfolio

The AccessMyPortfolio app allows you to access and track your investment account(s) while you're on the move

The AccessMyPortfolio app allows you to access and track your investment account(s) while you're on the move

Access My Portfolio

by SEI Global Services
Access My Portfolio
Access My Portfolio
Access My Portfolio

What is it about?

The AccessMyPortfolio app allows you to access and track your investment account(s) while you're on the move. With the app's 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:

Access My Portfolio

App Details

Version
2.15.0
Rating
(29)
Size
28Mb
Genre
Finance
Last updated
July 29, 2024
Release date
November 29, 2017
More info

App Screenshots

Access My Portfolio screenshot-0
Access My Portfolio screenshot-1
Access My Portfolio screenshot-2
Access My Portfolio screenshot-3
Access My Portfolio screenshot-4

App Store Description

The AccessMyPortfolio app allows you to access and track your investment account(s) while you're on the move. With the app's 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.

Disclaimer:
AppAdvice does not own this application and only provides images and links contained in the iTunes Search API, to help our users find the best apps to download. If you are the developer of this app and would like your information removed, please send a request to takedown@appadvice.com and your information will be removed.