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 

ETF or Mutual Fund: Is One Investment Stronger Than The Other?

Mutual funds and ETFs provide diversification at a low cost—essential to a long-term investment plan. How can these investments impact you?

The Building Blocks Your Business Needs For A Strong Succession Plan

All businesses undergo transition, and being more prepared to handle that transition will only pave the way for future success. How can you build a succession plan that will benefit you and your business?

How To Improve The Tax-Efficiency of Your Estate Plan

Estate planning is a critical component to your entire financial plan. It’s a testament to your life’s work and legacy. To safeguard your estate for years to come, it must also be tax efficient. Let’s look at key ways you can make your estate plan more tax-friendly.

Restaurant Revitalization Fund: Grant for the Hospitality Industry

Major help for the hospitality industry is finally within sight, even though that assistance will be too late for some, many will receive the funding they have been hoping for. Over a year after the pandemic began decimating restaurants across the...

When’s The Right Time To Take Your Social Security Benefits?

Social Security plays a pivotal role in your retirement plan. Enroll too early and you could miss out on higher monthly payments but enroll too late and you might not be able to take advantage of that inflated monthly influx. When’s the right time for you to collect?

American Rescue Plan – Legislation Highlights

Since March 2020, there have been two significant stimulus packages—the $2.2 trillion CARES Act and the $900 billion Consolidated Appropriations Act. Now, there is another package, the American Rescue Plan. The long-awaited relief bill has finally...

When Should You Contribute To A Roth 401(k)?

A Roth 401(k) allows you to save on an after-tax basis and can be an effective tax-planning tool both before and during retirement.

Business Owners: Are You Leaving PPP Money on the Table?

Monday, February 22nd President Biden announced changes to the Small Business Association (SBA) coronavirus relief program that established a 14-day, exclusive PPP loan application period for businesses and nonprofits with fewer than 20 employees...

4 Key Ways S-Corps Can Save on Taxes

Making the S-corp election could help you save a lot of money that would otherwise be lost to taxes. Is an S-Corp election right for you?

Why A Roth IRA Is Your Secret Weapon for Retirement (And Beyond)

Investing in a Roth IRA presents many unique financial planning advantages that can help you reach your goals both now and in the future. Learn more about this special account today.