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.

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

Business Builder
Phone: 1-800-SEI-1003
Phone: +1 888 444 7775

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)
Rule 605 and 606 Reporting

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