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.


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