SEI Customer Service Number — How to Reach SEI Quickly and Effectively

Primary contact details and corporate identifiers

SEI Investments Company (ticker: SEIC) is headquartered at 1 Freedom Valley Drive, Oaks, PA 19456. For general corporate inquiries the main switchboard is +1 (610) 676-1000; this number routes callers to corporate reception and will direct you to the right business unit. SEI’s public website — https://www.seic.com — is the canonical source for product-specific contact points, client portals and secure messaging links.

When you call, note that SEI is a global financial services firm with multiple product lines — institutional outsourcing, wealth management platforms, retirement plan recordkeeping and fund services — so the best customer service number for you depends on the product you use. The corporate number will connect you to an operator who can transfer you, but for quickest resolution use the product-specific contact shown on account statements or the SEI contact page (https://www.seic.com/contact).

How to find the correct SEI customer service number

SEI does not use a single universal “customer service” line for all client needs. Instead, it organizes support by product and client type: advisors and wealth managers, institutional clients, retirement-plan participants, mutual fund investors, and technology users each have dedicated teams and phone lines. Your account statement, welcome packet, or the secure client portal typically lists the direct number and hours for your team.

If you cannot find a product-specific number, start with the corporate switchboard (+1 (610) 676-1000) or the contact page on seic.com. Log in to your SEI portal (for example SEI Wealth Platform or SEI Investor Services) and use the secure messaging feature — messages are routed directly to the team that manages your account and create a ticket record, which speeds escalation and audit trails.

What to have ready before you call

Preparing the right documentation before you call significantly reduces hold time and prevents repeated authentication. At a minimum, have your full account number, the legal name on the account, date of birth or business EIN, and the last four digits of the Social Security Number (or other identifier the account uses). Recent transaction details (dates, amounts, reference numbers) and the email address or phone number registered on the account are also essential.

• Essential items: account number, registered email/phone, last 4 SSN or EIN, recent transaction date/amount, any ticket/reference number from prior contacts.

For institutional or advisor clients, have your firm’s sponsor code or relationship ID and the contact name of the relationship manager. For technical problems with SEI platforms, collect reproducible steps, screenshots, browser type and version, and timestamps — technical teams resolve issues far faster with those details in hand.

Hours, expected response times and practical SLAs

Hours and response times vary by SEI product. Typical U.S. business-hour coverage for client-facing teams is Monday–Friday, roughly 8:30 AM–5:00 PM Eastern Time. Emergency or operational-incident lines (used for production outages or critical trading issues) may be staffed 24/7; your service agreement or onboarding materials will list any 24/7 escalation numbers if they apply to your service.

Industry norms and SEI’s client communications indicate that phone transfers for routine inquiries are often resolved within a single call; email or portal tickets commonly receive a triage acknowledgement within 24 business hours and a substantive reply within 1–3 business days depending on complexity. For compliance or legal requests, expect longer handling times because of required internal reviews — plan accordingly.

Escalation path and regulatory recourse

If initial customer service interactions do not resolve your issue, request a ticket number and the name/title of the person you spoke with, then ask for the next-level escalation contact (team lead, relationship manager or client service director). Many SEI product teams maintain formal escalation matrices; these vary by contract and client type but are part of standard client onboarding documentation.

For unresolved disputes involving regulatory or legal matters, SEI is subject to U.S. securities and investment-adviser regulation. You may use SEI’s published escalation channels first, then consider filing complaints with relevant regulators (SEC information and web filing at sec.gov; FINRA and state securities regulators provide complaint forms on their websites). Keep copies of all communications, ticket numbers, and timelines — they are essential for any regulatory review.

Practical tips to speed resolution and avoid repeat calls

Always record the ticket/reference number and the name of the representative you spoke with. If an issue is time-sensitive, ask for an estimated call-back window and confirm the best contact number and time. Use secure portal messaging for documentation — it creates an auditable record and routes messages directly to the servicing team instead of a general queue.

• Useful links and numbers: SEI corporate switchboard +1 (610) 676-1000; main site https://www.seic.com; contact landing page https://www.seic.com/contact; investor relations and corporate filings at https://investors.seic.com.

Finally, if you are a plan sponsor, fiduciary or institutional client, keep your service agreement and SLAs available during calls; many disputes are contractual and will be resolved by referencing the written service levels and escalation clauses in those documents.

What is the phone number for SEI funds?

Contact Us	Home
SEI Investor Services Individual investor inquiries Fund information Help for online account access 800-DIALSEI (800-342-5734) 8:00 a.m. – 7:00 p.m. Eastern time (M-F)	Corporate Offices SEI Investments Company One Freedom Valley Drive Oaks, Pa. 19456

Is SEI a US company?

SEI Investments Company, formerly Simulated Environments Inc., is a financial services company headquartered in Oaks, Pennsylvania, United States.

Is SEI a transfer agent?

As one of the leading providers of CITs and pooled investment products, we offer a comprehensive solution that provides all the required trustee, investment management, accounting, administration, transfer agent and plan-level services for a successful CIT.

What is the phone number for SEI service desk?

1-800-734-1003
SEI Advisor Center. For help logging on or for technical questions please call 1-800-734-1003.

What is the phone number for language line solutions help desk?

1-800-752-6096
Easily Access Your Account and Customer Support, 24/7
If you need assistance with your account or have questions, please call Customer Service at 1-800-752-6096.

What is the phone number for the SEI Advisor Center?

If you are unsure of who your Relationship Manager is, please contact SEI Customer Service at 1-800-734-1003. Step 2: SEI will set up a Request ID and notify the requestor and Morningstar once complete.