Help for clients
We maintain numerous sites for our clients. For your convenience, this page includes links where you can log in to our U.S. client sites, along with relevant contact information.
Login 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.
Defined benefit plan pensioners (for payment questions): 1-888-734-8922 or email@example.com
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
Operational outsourcing services for investment managers
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
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)
Rule 605 and 606 Reporting