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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.

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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
login.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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