Login help for clients.
We maintain numerous sites for our clients. Find links to log in to our U.S. 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. We cannot accept any transaction requests via email.
Login is required on most of these sites.
Individual investors
Phone: +1 800-DIAL-SEI
Defined benefit plan pensioners (for payment questions):
Email: pay_services_fax@seic.com
Phone: +1 888-734-8922
Private banking and trust clients
Financial advisor clients
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Advisors (Advisor Center)
SEI Private Trust Company: +1 800-734-1003 -
Technical support: +1 800-734-1003
Not a current client? Connect with us!
Email: advisorinfo@seic.com
Business Development: +1 888-734-2679
Cyber protection clients
Operational outsourcing services for investment managers
Email: managerservices@seic.com
Phone: +1 610-676-1270
SEI Trust Company:
Email: cittrade@seic.com
Phone: +1 610-676-2369
Institutional investor clients
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Contact your Client Portfolio Manager or call: +1 610-676-1868
Private Wealth Management clients
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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.
What we do
We deliver technology and investment solutions that connect the financial services industry.
