Advisor Toolbox

The content in this area is restricted to our advisor clients; you will be prompted for a user ID and password on our Login page. If you have forgotten your ID or password, or would like to request a password or ID, please contact us. 

Forms and Applications
A collection of forms, including:

• SEI Investor Application and Agreement Form
• Transferring from an External Institution
• Modification to an Existing SEI Account
• Householding Request
• Tax-Free Savings Account Application Form

End Investor Materials
Communication tools and marketing material for use with clients to help you explain SEI’s Investment programs, our investment philosophy and process.

Growing Your Practice
Access the most current resources so you can leverage them across your business. 

Quarterly Updates
Your portal to various quarterly updates including investment reviews, fund updates and news letters.