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Help for Clients

Links to our U.S. client sites, along with relevant contact information

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.

1099 Availability

Individual Investors

800-DIAL-SEI

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

Advisor Network clients

Business Builder
Phone: 1-800-SEI-1003

SEIClientConnect.com
Phone: +1 888 444 7775

www.SEIAdvisorCenter.com

www.accessmyportfolio.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 clients

Institutional Client Site
Phone: 1-866-734-2441

Retirement Resource Center 

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