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
Advisor Network Clients
Phone: +1 888 737 6953
Operational Outsourcing Services for Investment Managers
Phone: +1 610-676-1270
Institutional Client Site
Private Wealth Management Clients
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)