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Welcome

As part of our continued commitment to provide clients with industry-leading services, we are pleased to unveil SEI Trading Services Online, equipt with our  new web-based soft dollar commission management application.

This powerful new system enables you to better manage the utilization of your commission dollars with online statements, trade details, real-time account balances, invoice approval options, and various reporting capabilties. 

 

As part of our continued commitment to provide clients with industry-leading services, we are pleased to unveil SEI Trading Services Online, equipt with our  new web-based soft dollar commission management application.

This powerful new system enables you to better manage the utilization of your commission dollars with online statements, trade details, real-time account balances, invoice approval options, and various reporting capabilties. 

 

To obtain access to our web application please complete, sign, and fax in the online enrollment form. You will be provided a login ID and password, allowing access to the website. 

If you require assistance, please contact us via our help menu or call your brokerage representative. Your feedback is welcomed and appreciated.

Trading and brokerage services are provided by SEI Investments Distribution Co. [SIDCO], a registered broker/dealer, member NASD/SIPC, and wholly-owned subsidiary of SEI Investments Company.

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- Learn More about soft dollar commission management

Online Enrollment Form - Request a username/password.

Contact Us for assitance with getting setup online

The Online User Guide is available for your convenience.

- Already registered? Login to your account below:




 

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Sample Rule Set
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Commission Recapture
Best Execution
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Understanding TCA
Introduction to Transition Management
Project Management & Timeline