Login help for clients

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

800-DIAL-SEI

Defined benefit plan pensioners (for payment questions): 1-888-734-8922 or pay_services_fax@seic.com

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 1000

Independent advisor solutions clients

Advisors
SEIAdvisorCenter.com
SEI Private Trust Company: 1-800-734-1003 

Clients of advisors
AccessMyPortfolio.com
Technical Support: 1-888-737-6953

investor.sei-connect.com 
Technical support: 1-800-734-1003

Not a current client? Connect with us!
AdvisorInfo@seic.com
Business Development: 1-888-734-2679 

Cyber protection clients

SEI Sphere client site

Email: sphere@seic.com

Operational outsourcing services for investment managers

Email: managerservices@seic.com
Phone: +1 610-676-1270 SEI Trust Company: CITTRADE@seic.com 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)
Email: transfers@seic.com

SEI Wealth Platform (DTC #2663)
Email: PlatformTransfers@seic.com 

SEI Investments Distribution Co.

Email: star@seic.com
Phone: +1 610-676-STAR (7827)
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