Client Login

This is where you access your up-to-the-minute information centers

1. Your CFA Portal — this link enables you to manage and/or share documents with your team at CFA or with others you invite to use your portal, such as your banker or attorney.

2. Your SEI Connect Investor Portal — this link brings you to our custodian, SEI Private Trust Company, where you can review your Investment Holdings, Performance and Activity in your portfolios. This SEI Connect Investor Portal also offers you a convenient and secure way to integrate all your financial accounts (including non-SEI accounts) for a complete financial overview, all in one place. For even greater convenience, the SEI Connect Investor Portal is accessible through dedicated mobile apps available on the App Store or Google Play.

3. Your Banking – portfolio companion checking account — this link enables you to have on-line access to your companion checking account with Bancorp. This account provides you with banking and bill paying solutions, and the account is linked to your SEI portfolio. If you have a Securities Backed Line of Credit, which is secured by your SEI portfolio, this is also the link to that lending solution.