Get Real-Time Account Information with SEI Connect
There’s an updated client portal for Christopher Street Financial Clients: SEI Connect!
For over twenty years, SEI has been a trusted partner of Christopher Street Financial. As our custodian, SEI holds clients’ securities in segregated accounts for safekeeping. SEI also provides the platform for our account administration and reporting services.
If you’ve not signed up for the new portal, we encourage you to do so. Designed with the user in mind, this clean and simple interface is intuitive to use and provides clients with direct access to real-time account information, including balances, statements, and tax documents. And simple charts and graphs report financial information in an easy-to-understand manner, allowing clients to gain a deeper understanding of investments in just a few clicks.
How do I register?
If you are interested in receiving access to SEI Connect, please reach out to our Client Services team for an email invitation. Once you receive the invitation, follow the prompts to complete your registration.
How do I set up electronic statements?
Once you have created your login credentials, you will be prompted with the option to set up electronic statements.
How do I view SEI statements and tax documents?
To access statements and tax documents, follow these steps:
1. On the top of the screen, select "Files".
2. Once you are in the Files section, you will be able to view your SEI Statements or Tax Documents. Simply click on the corresponding tab.
Where do I log in?
Click here to access SEI Connect. We suggest bookmarking the website for future access.
You can also always find it on our website in the top right corner:
I forgot my username and/or password
If you have forgotten your username and/or your password, you can reset the information from the website. On the login screen, please click the corresponding link to assist with resetting your information.
Is there an app for that?
Yes! The mobile app allows you access to the same information on the website with the convenience only a mobile device can provide. The app is available for download in both the Apple Store and Google Play. Just search for “SEI Connect – Investor”. The icon looks like this:
If you are interested in getting access to the portal or have any questions, please do not hesitate to reach out to our Client Services team. They are always happy and willing to assist.