Help for Clients

SEI maintains numerous sites for our clients. For your convenience, this page includes links to our US client sites, along with relevant contact information.

When contacting us via email, please do not include sensitive personal information, such as account or social security numbers. SEI cannot accept any transaction requests via email.

Private Banking and Trust Clients

Intermediaries (Asset Management Website)
Phone:
+1 855 734 9660

Private Banking Client Site (SEI Resource Center)
Email: clientmail@seic.com

Bank Advisor Site
Email: bankadvisor@seic.com  
Phone: +1 800 SEI 1005

CashSweep
Email: CashSweep@seic.com
Phone: +1 877 SEI 4200

Brokerage Services
Email: star@seic.com
Phone: +1 610-676-STAR
Rule 605 and 606 Reporting

Short Term Investments
Phone: +1 800 DIAL SEI

Advisor Network Clients

Business Builder
Phone:   1-800-SEI-1003

PortfolioAccess.com 
Phone: +1 888 737 6953

Operational Outsourcing Services for Investment Managers

Email: managerservices@seic.com
Phone: +1 610-676-1270

Institutional Clients

Institutional Client Site
Phone:   1-866-734-2441

Retirement Resource Center

Wealth Network Clients

Client Site 
Phone: 1-866-734-0001 (8:00 a.m.- 9:00 p.m. Mon-Fri; 9:00 a.m.- 7:00 p.m. Sat-Sun, all times Eastern)