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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
www.SEIAdvisorCenter.com
SEI Private Trust Company: 1-800-734-1003
Clients of Advisors
www.AccessMyPortfolio.com
Technical Support: 1-888-737-6953
Not a current client? Connect with us!
AdvisorInfo@seic.com
Business Development: 1-888-734-2679
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)
Rule 605 and 606 Reporting