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 call us at 405.842-3443, 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. Please Note: SEI’s Access My Portfolio will retire December 31, 2024.
SEI’s new investor portal, SEI-Connect, is more robust and powerful. The portal is a collaborative tool for both clients and advisors. It is available as an app on your personal device or via the internet.
Download the SEI Investor Portal mobile app from the App Store or Google Play. Simply search “SEI Connect-Investor.”
For use on your computer, www.login.SEI-connect.com.
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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