We maintain numerous sites for our clients. For your convenience, this page includes links 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.
Individual Investors
800-DIAL-SEI
Private banking and trust clients
Intermediaries (Asset Management Website)
Phone: +1 855 734 9660Private Banking Client Site (SEI Resource Center)
Email: clientmail@seic.comBank Advisor Site
Email: bankadvisor@seic.com
Phone: +1 800 SEI 1000
Advisor Network clients
Business Builder
Phone: 1-800-SEI-1003SEIClientConnect.com
Phone: +1 888 444 7775
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 clients
Institutional Client Site
Phone: 1-866-734-2441
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.comSEI 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