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Hello Client!

We are pleased to welcome you to Retirement Investment Advisors, Inc. We look forward to working with you. Our Client Services Team is available to assist you via email at or by phone during regular business hours. Click here to see our business hours.

Please note that for the protection of our clients’ assets, we are unable to process trading requests via email or virtually. If you would like to make a trade or distribution, please call or email us with your contact information. We will verify your identity by asking a few security questions.


    Access your account information.


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    Download the easy-to-follow guide book


    We are here when you need us

Your Client Questions – Answered

We understand that you may have specific questions about your account and our services. Here, we answer some of the most frequently asked questions to give you more information about our firm and what to expect as a client.

Account Access
How do I access my accounts online?
I forgot my AccessMyPortfolio/SEI password. How do I recover it?
Can I view my accounts on my smart phone?
How do I contact SEI for Online Tech Support?
How do I gain permission to view my spouse’s account?
How often will I receive statements?
When can I expect my first statement after becoming a client?
How do I receive my statements electronically instead of receiving paper?
When does SEI mail out quarterly statements?
What will my statement look like?
Deposits, Withdrawals, and Rollovers
Who do I make my checks out to and where should I mail it?
What is the preferred trade/distribution cut off time?
What if I need to wire money?
What if I have an Employer Plan Rollover?
Tax Information
When will I receive my tax reports?
What are the annual IRA contribution limits?
Required Minimum Distributions (RMD)
What is a Required Minimum Distribution (RMD)?
When do I have to start taking RMDs?
How does an RMD affect my taxes?
Beneficiary Information
What is a beneficiary and how do I select them?
How do I change my beneficiaries?
What days are the Retirement Investment Advisors offices closed?

You’ve found a firm you trust. Don’t keep it a secret!

Do you know someone who could benefit from the guidance of one of our CERTIFIED FINANCIAL PLANNER™ professionals? Your referrals mean the world to us.

We’ll Contact Them

Share a referral’s contact and we’ll reach out with a personal invitation to learn more about Retirement Investment Advisors, Inc.
Please seek permission to share information, we never cold call.

Send Us Their Info

They Can Get In Contact With Us

Send your referral a note directly, letting them know how Retirement Investment Advisors, Inc. has helped you, along with our contact information.

Send An Email