Access My Portfolio 2.15.0

SEI Global Services – Freeware – iOS
out of 29 votes

The AccessMyPortfolio app provides users with the ability to conveniently access and monitor their investment accounts on-the-go. The app features straightforward navigation, enabling users to effortlessly keep track of their investments at any time. It allows users to view their holdings, asset allocations, and transactions with just a few simple taps.

A comprehensive dashboard offering a concise overview of investment accounts, market value, and investment distribution.
Graphical representations illustrating investment value fluctuations over time.
Landscape mode for a more detailed examination of account information.

Access to the AccessMyPortfolio.com website is necessary for utilizing this application. Users seeking registration assistance can reach out to their financial advisor.

Overview

Access My Portfolio is a Freeware software in the category Business developed by SEI Global Services.

The latest version of Access My Portfolio is 2.15.0, released on 08/04/2024. It was initially added to our database on 03/19/2024.

Access My Portfolio runs on the following operating systems: iOS.

Users of Access My Portfolio gave it a rating of 2 out of 5 stars.

Screenshots (Click to view larger)

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Latest Version
2.15.0

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