Advisor Flipbooks

Investor portal overview (Investor)

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3 Get started. Accept your invite and create a login Your advisor will email you a link with an invitation to register your online account. Tip: Bookmark the URL investor.sei-connect.com for future access. Download our app Scan a QR code below to download the mobile app, or simply search "SEI Connect - Investor". 1 3 2 Begin exploring • Upload files using the document scanner • Add outside accounts • Track your progress through the various dashboard views • Send a direct message to your advisor On-the-go finances

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