Quicken Authentication with SEI Investing is Failing

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edited March 28 in Signing In, Passwords, and Activation (Mac)

I am new to SEI investing, and I am trying to connect the account. I see that they have added the "login.sei-connect.com" financial institution. I can login to the site manually using my credentials, however, Quicken gives me an error when I try to connect through Quicken.

Screen Shot 2025-03-28 at 9.44.32 AM.png Screen Shot 2025-03-28 at 9.47.55 AM.png Screen Shot 2025-03-28 at 9.47.07 AM.jpg
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Comments

  • Quicken Windows Subscription Moderator mod

    Hello @RobGonzalez,

    Thank you for letting us know you're having trouble connecting with SEI. When I check on that connection option, I can see it is Direct Connect. You may be getting the invalid credentials error because additional authorization is required through the financial institution. Have you checked their website for any sort of 3rd party application authorization, or reached out to their tech support for assistance?

    I look forward to your reply!

    Quicken Kristina

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  • Quicken Windows Subscription Moderator mod

    Hello @RobGonzalez,

    I haven't seen a response from you. Do you still require assistance?

    Thank you!

    Quicken Kristina

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