Search results
AccessMyPortfolio.com is SEI's investor website for the SEI Wealth Platform.
- Access My Portfolio
For assistance logging in: SEI Private Trust Company clients...
- Log On
Please enter your Username and Password to log on. Username:...
- SEI Investments
Log In. Edit Security Profile. This is the Private Banking...
- Access My Portfolio
SEI maintains several financial services websites for clients. Access login links and contact information for our U.S. client sites today.
For assistance logging in: SEI Private Trust Company clients please call 610-676-1165 or the SEI liaison within your organization. SEI Investments Distribution Co. ("SIDCO") Clients (STAR Users) please call 610-676-7827.
Please enter your Username and Password to log on. Username: Password: Username or password not valid. Please try again. If you are a current SEI Private Banking client and require access to this website, please download the Registration form, complete it and email it to your SEI Service Professional.
Log In. Edit Security Profile. This is the Private Banking Trust 3000 client service web site. If you are a current SEI Private Banking client and require access to this website, please contact your SEI Service Relationship Team or send an email to clientmail@seic.com.
Access finances on the go Clients are able to download the SEI Connect - Investor app for convenient access to their finances. Mobile document scanner Clients can use the mobile app to scan, upload, and store important documents, including statements, tax forms, and legal documents. Documents will automatically be shared with you, their advisor.
Digital activity information while accessing SEI’s website, such as user name, password and IP address. Cookies which are files sent by us to your computer and may store information about you, which we can access when you visit our website.
