Account Access

Investor360°®

Most clients will use the Investor360°® button to access detailed account information and their monthly consolidated statements online. You can also view the Investor360°® user guide for more information.

SEI ClientConnect

Visit www.seiclientconnect.com to register.
How to set up SEI ClientConnect
 

Watch this short video to learn how Investor360°® delivers easy online access to your complete financial life.

View a demo
 

Need Access?

If you would like to access your account online but do not have log-in credentials, please contact our office for assistance.