New/Existing Client Login
SEI Account Information
Clients may view your SEI Private Trust Company account information online.
First Time Users: You will receive an email invitation that includes a link and instructions on how to establish online access. Please contact us, if you have not received your invitation.
Returning Users: If you have previously created an online account. you may log in directly to SEI’s Access My Portfolio.
For frequently asked client questions, Service Team contact information, and more, please visit our client welcome page: https://TheRetirementPath.com/Welcome.
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