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)
+1 855 734 9660

Private Banking Client Site (SEI Resource Center)

Bank Advisor Site
Phone: +1 800 SEI 1005

Short Term Investments

Phone: +1 800 DIAL SEI


Advisor Network Clients

Business Builder
Phone:   1-800-SEI-1003 
Phone: +1 888 737 6953


Operational Outsourcing Services for Investment Managers

Phone: +1 610-676-1270

Institutional Clients

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

Retirement Resource Center 


Private Wealth Management 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)


Third Party Asset Transfers

SEI Private Trust (DTC #2039)

SEI Wealth Platform (DTC #2663)


SEI Investments Distribution Co

Institutional Brokerage Services
Phone: +1 610-676-STAR (7827)
Rule 605 and 606 Reporting