CIT Platform Access
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SEI Access™ for Collective Investment Trusts
SEI Access™ for Collective Investment Trusts is a digital onboarding platform that simplifies how retirement plans begin investing in CITs. It connects plan sponsors, advisors, and recordkeepers in one centralized workflow, reducing paperwork and accelerating time to trade.
Users can access CIT information, initiate participation agreements, and track progress end-to-end, with data pre-fill and real-time status updates keeping everyone aligned.
Key benefits:
- Centralized digital onboarding via a single application agreement
- Real-time status visibility
- Integrated e-signatures
Log in to SEI Access for CITs
Collective Investment Trusts Dashboard
The CIT Dashboard provides a single destination for key CIT information and documents.
Users can easily access trust documents, regulatory filings, reports, disclosures, and fact sheets, presented in a clear, easy-to-navigate format.
Key benefits:
- Centralized document access
- Consolidated fund and plan information
- Improved visibility into CIT investments