How do I access my accounts online?
To access your accounts online, follow these instructions: AccessMyPortfolio Self-Registration Guide
I forgot my AccessMyPortfolio/SEI password. How do I recover it?
To recover your password, review these instructions SEI-Forgot Password Procedures
Can I view my accounts on my smart phone?
Yes, you can! To view your accounts on your mobile device, click here: Mobile AccessMyPortfolio Investor Guide
How do I contact SEI for Online Tech Support?
For help logging on or for technical questions please call SEI at 888-737-6953
How do I gain permission to view my spouse’s account?
To view your spouse’s account, a form giving you access must be completed. Please contact our office and request the form.
How often will I receive statements?
By default, statements are sent quarterly. If you prefer monthly statements, please contact our office at 405-842-3443 to request a change form.
When can I expect my first statement after becoming a client?
Monthly Statements: The first monthly statement will be available online around the 5th business day of the following month in which the account was established. Paper statements are mailed around the 10th business day of each month.
Quarterly Statements: The quarterly statements usually run about 15 days after the end of the quarter because they contain performance data. March, June, September, and December statements will be mailed around the third week of the following month.
Paper statements are mailed approximately 5 days following online availability.
How do I receive my statements electronically instead of receiving paper?
Here’s how to sign up for electronic statements: Electronic Delivery of Statements.
Further, if you would like to opt-in to receive required documentation, notices, and any other communication by Retirement Investment Advsiors, Inc, please read the Electronic Delivery Consent information below. If you agree, email us at ServiceTeam@TheRetirementPath.com with Opt-In in the subject line to provide consent and provide us with the desired email address
Consent for Electronic Document Delivery:
By opting in, you consent to electronic delivery of any required disclosure documents, notices, and any other communications by Retirement Investment Advisors, Inc. (RIA). Such consent shall remain effective unless revoked by you. RIA shall transmit information to you by email, and shall also transmit information to you via a secure Client Portal where you may login to securely access disclosure documents and other information. Unless RIA receives immediate notice that the e-mail was not delivered, the e-mail will constitute valid delivery of a notice, disclosure, or other communication. If RIA receives a notice that the e-mail was not delivered, as a courtesy, we may attempt to contact you by phone. You have provided RIA with one or more valid email addresses that RIA may use to communicate with you and understand that it is your responsibility to notify us of any change of your contact information. You acknowledge that there may be costs associated with the electronic delivery, such as computer equipment costs and online charges. You may revoke your consent to receive communications electronically at any time by notifying RIA in writing.
- This Consent for Electronic Delivery does not apply to your investment statements. You will continue to receive paper copies of your statements if that is how you currently receive them.
- There may be occasions when we will need to physically mail letters and/or forms to you for compliance purposes.
When does SEI mail out quarterly statements?
The quarterly statements usually run about 15 days after the end of the quarter because they contain performance data March, June, September, and December statements will be mailed around the third week of the following month.
What will my statement look like?
Deposits, Withdrawals, and Rollovers
Who do I make my checks out to and where should I mail it?
- Make your check payable to: SEI Private Trust Co.
- Please include your account number in the memo section
- If your check is for an IRA/Roth contribution, please add the year the contribution applies to.
- Mail your check to:
Retirement Investment Advisors, Inc.
2925 United Founders Blvd.
Oklahoma City, OK 73112
(Make payable to SEI Private Trust)
What is the preferred trade/distribution cut off time?
In order to process your trade or distribution the same day, we prefer requests before 1:00 p.m. (Central Time). Due to possible processing interruptions, requests after 1:00 p.m. could be delayed until the following business day.
What if I need to wire money?
Receipts/Contributions via Wire: To send/forward a wire to SEI for deposit (for further credit) into an SEI Private Trust Company account, please use the following banking instructions:
Wells Fargo Bank
Account # 2020040010106
SEI Private Trust Company
Be sure to include your SEI Account Number and SEI Account Name in the “for further credit” section of the bank’s wire request form.
What if I have an Employer Plan Rollover?
Please reach out to your Human Resources department and ask for the paperwork to rollover to an external account or for online rollover instructions.
Here are the transfer instructions: Transfer-Rollover Instructions
When will I receive my tax reports?
To eliminate confusion and reduce the number of amended tax filings that can arise from corrected tax forms, SEI Private Trust Company (SEI) and National Advisors Trust Company (NATCo) will take advantage of IRS regulations that allow for an extension on the mailing of 1099 tax forms. As a result of The Energy Improvement and Extension Act, the 1099 reporting deadline for money managers has been extended to February 15th, in turn allowing managers to postmark the 1099-Composite forms no later than March 15th.
However, we expect tax forms to be postmarked as follows:
- Form 1099-R (for distributions from IRAs, pensions, annuities, retirement and profit-sharing plans) will have an earlier postmark date of February 1st
- 1099-Composite Forms: 1099-DIV, 1099-INT, 1099-OID, 1099-B, and 1099-MISC. The extension covers the following 1099 series forms: 1099-DIV, Dividends and Distributions; 1099-INT, Interest Income; 1099-OID, Original Issue Discount; 1099-B, Proceeds from Broker and Barter Exchange Transactions; and 1099-MISC, Royalty Income. SEI hopes to beat the March 15th deadline and expects to postmark its forms no later than the last day of February.
What are the annual IRA contribution limits?
IRA contributions may change each year. To find the latest information click here: Annual IRA Contribution Limits
Required Minimum Distributions (RMD)
What is a Required Minimum Distribution (RMD)?
A required minimum distribution (RMD) is the amount of money that must be withdrawn from an employer-sponsored retirement plan such as a 401(k), 403(b), or 457 plan. Also, Traditional IRA, SEP, or SIMPLE individual retirement account (IRA), profit sharing plans by owners and qualified retirement plan participants of retirement age may require an RMD.
When do I have to start taking RMDs?
In 2020, the age for withdrawing from retirement accounts changed. You must begin withdrawing from a retirement account by April 1 following the year account holders reach age 72 (prior to 2020, the RMD age had been 70½ years old). The retiree must then withdraw the RMD amount each subsequent year based on the current RMD calculation. Contact us for help calculating when and how much needs to be withdrawn.
How does an RMD affect my taxes?
Your withdrawals will be included in your taxable income, except for any part that has been previously taxed (your basis) or that can be received tax-free (such as qualified distributions from designated Roth accounts).
For more information about RMDs please visit the IRS information page: IRS RMD Information
What is a beneficiary and how do I select them?
A beneficiary is a person or organization (non-profit or charity) you name in certain legal documents to receive all or some of your assets (money and other items you own) when you pass away. You can list more than one beneficiary and also list contingent beneficiaries and you do not have to choose a relative. Here are some examples of beneficiaries:
- A person (or multiple people)
- The trustee of a trust you’ve set up
- A charity or nonprofit
- A minor (child under 18 years of age)
Click here for more information on the different types of beneficiary designations. Beneficiary Explanation.
How do I change my beneficiaries?
You may change your beneficiaries any time you like. Please contact our office for a beneficiary form.
What days are the Retirement Investment Advisors offices closed?
- New Year’s Day
- President’s Day
- Memorial Day
- Independence Day – July 4th or Observed Market Holiday
- Labor Day
- Thanksgiving Day and the Friday after Thanksgiving
- Christmas Day
- Open until noon on Christmas Eve
- Open until noon on New Year’s Eve
Your Referrals Mean The World To Us
Do you know someone who could benefit from the guidance of one of our CERTIFIED FINANCIAL PLANNER™ professionals?