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

Login is required on most of these sites.

1099 availability

Individual investors


Defined benefit plan pensioners (for payment questions): 1-888-734-8922 or

Private banking and trust clients

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

Private Banking client site (SEI Resource Center)

Bank Advisor site
Phone: +1 800 SEI 1000

Independent advisor solutions clients

SEI Private Trust Company: 1-800-734-1003 

Clients of advisors
Technical Support: 1-888-737-6953 
Technical support: 1-800-734-1003

Not a current client? Connect with us!
Business Development: 1-888-734-2679 

Cyber protection clients

SEI Sphere client site


Operational outsourcing services for investment managers

Phone: +1 610-676-1270 SEI Trust Company: or +1 610-676-2369

Institutional investor clients

Institutional client site
Contact your Client Portfolio Manager or call: 1-610-676-1868

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.

Phone: +1 610-676-STAR (7827)
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