Account Information Help

Call SEI at 1-888-737-6953 for any help logging in, or with any questions you may have about the site.

We are pleased to announce our newest service enhancement, www.portfolioaccess.com, which will allow you to access your SEI Investments account information. You will now be able to view the following information on your SEI Investments account:

  • Current market value
  • Current asset allocation
  • Recent activity detail
  • Unrealized gain/loss calculations
  • Tax lot detail

The site provides real-time access to your SEI Investments account. This is more current information than most other sites that “freeze” data at a moment in time, usually as of the previous night. You no longer need to wait until tomorrow to determine what has happened in your account today.

 

Just go to www.portfolioaccess.com and register for your User ID. To do so, you will need the following information:

Personal Information

  • First and last name
  • Phone number
  • Email address
  • Mailing address

Security Information
This information will be used to verify your identity should you forget your password or have any inquires about your Internet Access privileges.

  • Social security number
  • Place of birth
  • Date of birth
  • Mother’s maiden name

Account Information
You will be allowed five attempts to successfully enter all account information requested. In the event that you exceed five attempts, you will need to restart the entire registration process again.

  • Account number
  • Social security number/Employee identification number – This should be the taxpayer ID associated directly with the account.
  • Ending statement balance – This information may be found on the lower right-hand side of the first page of your mailed statement.
  • Statement ending date – This date corresponds to the statement balance entered above. The ending date for the statement may be founding the upper right-hand corner of your mailed statement.

Once you have registered for and received your User ID, you can access your account information by going to www.portfolioaccess.com.

 

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