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SEI Account Information

Our clients now have internet access to their account information. If you are a client and want to view your SEI Private Trust Company account information online, you will first need to create a user ID that will help maintain the security of your personal investment information.

If you have not already done so, please complete the investor registration form. Once you have registered, you can go directly to your personal account information.

National Advisors Trust Company (NATCo) Account Information

For access to your account with National Advisors Trust Company, please contact our Client Services Team, so that they may establish your account online. Contact either Kelli Bass, Erika Lopez, Heather Misialek, or Christine Fuller at 405-842-3443 or (800) 725-4530.