We are excited to announce that SEI has an updated Online Portal to log in and view your accounts.

An email was sent on Sept. 23rd with your link to register. The email will look like the snapshot below, and the included link will be unique to each person.

Can’t find your email? Search your email inbox for “SEI Investor Portal.” If you still have trouble please email services@mainstreetretirement.com with the below. A team member will reach out to you and walk you through the full registration process.

1. First & Last Name

2. Phone Number

3. Best time of day to reach you.

See below for some FAQ’s

How do I access the website/platform?

You should bookmark the link: https://login.sei-connect.com/ or click “Client Login” at the top of our website banner which contains this link.

You will typically be required to use Multi-Factor Authentication using a 6-digit one-time PIN sent to your phone when logging in. This can be bypassed temporarily if you choose: “remember this device for 30 days.”

Am I required to login?

No, we know that many clients do not use their online accounts. In this case, you can disregard the invitation email.

If you later want to log into your accounts, please contact your Client Service Associate or email us at services@mainstreetretirement.com, and we will assist with getting your online access set up with you.

Can I stay in Access My Portfolio?

You can remain in the old portal on Access My Portfolio until 12/31/2024.

Beginning in 2025, access to the old portal will expire.

Do I need a new login?

Yes, you will need to set up a new login for SEI Connect (the new portal). This is a great opportunity to set up a new username.

Is there a Mobile App?

Yes, there is a mobile app for iOS and Android that can be found by searching the App Store for “SEI Connect.”

iOS: https://apps.apple.com/us/app/sei-connect-investor/id1668221443

Android: https://play.google.com/store/apps/details?id=com.seic.connect&hl=en_US

What should I expect from the new portal?

We are excited about the new portal, because it offers many advantages over Access My Portfolio - the first and most noticeable is the clean background/user interface.

SEI Connect also offers the following:

-Easy-to-use and responsive App for your smartphone

-Ability to add (link) outside accounts for a more valuable meetings with your advisor

-And More that we will be using as an office to interact more seamlessly with you!