Go Paperless


  1. Log onto SEI’s website, accessmyportfolio.com.
  2. Click on the blue “Sign up for Online Access” link and provide requested information in order to complete the registration process. If you experience any issues with establishing online access, please click on the “Contact Us” on the upper right portion of the home screen to retrieve the customer support phone number.
  3. Once the registration process is complete and you are logged in, click on “Profile/Logout” in the top right corner of the screen, then go to “My Profile”.
  4. Here, you will see the “Investor Communication Delivery Method” section where you can select all methods of communication to electronic for your accounts.

If you would like to go paperless on another account, please fill in the information on the following form and we will get back to you shortly.


Blog 

What Is Asset Allocation? (And Why Your Portfolio Needs It)

We recently wrote about the concept of asset location and how it differs from asset allocation. You may recall that asset location is a tax minimization strategy that places your assets in the most tax-efficient investment accounts. Asset...

Why Asset Location Matters To Your Portfolio

In an earlier blog discussing the importance of proactive tax planning, we explained how we integrate tax planning into our clients’ financial plans. Successful tax planning results in more money in your pocket every April, and under normal...

2020 Delaware Estimated Quarter 2 Tax Payments are Due June 15

Self-employed Delawareans – do you know when your 2020 quarterly estimated taxes are due? This year has been quite odd as it’s June 12 and we haven’t filed taxes yet. As we dive further into 2020 the question is, what does this mean for those who...

Why Now is The Perfect Time for Plan Sponsors to Review their 401k Plan

This month our Financial Planning “Todd Talk” went virtual, via Zoom, for the first time ever. As we are all navigating the changes brought upon us from COVID-19 we had a chance to focus on most people’s largest asset in retirement, their 401k. This month’s topic was...

How To Navigate Asset Management and Financial Planning

Do you know the difference between asset management and financial planning? If yes, can you articulate why both are a necessary part of an overall wealth management strategy? Today we’ll arm you with the basics and some analogies that make it...

Is 2020 a Good Year for a Roth Conversion?

As we write this article in the midst of the global Coronavirus pandemic, most of the world is sheltering in place at home. While the long term economic impacts of the pandemic are unknown, our fundamental approach to wealth management has not...

COVID-19 Stimulus Bill – CARES Act: Top 10 Changes to Know

With the recent passing of the CARES Act in response to the COVID-19 virus, we wanted to take the time to bring you a detailed overview of the Act and what this could mean for you!   What is the CARES Act? The CARES Act is a 2 trillion-dollar...

Coronavirus (COVID-19): What Does This Mean For You?

We are in the midst of unrivaled fear and uncertainty. We don’t know when the market is going to recover, what the future of the economy will be like, how healthcare will handle the increased capacity, and when there will be a cure for COVID-19....

Why Proactive Tax Planning is Key to A Strong Financial Plan

Taxes are often thought about as a once-per-year sprint to file by April 15, but taxes play a much bigger role in your life than that. Taxes touch every aspect of your financial plan from how you save to how you invest to how you spend money.  All...

ABC Delaware Networking Night

On the night of February 20th, Todd and Carter were fortunate to attend ABC Delaware’s Networking Night at Lefty’s Alley and Eats in Lewes, DE. Blue Rock 401k Group is a supporting member of ABC Delaware and has been the #1 sponsor of this event for the last 3 years....