SEI Private Wealth Management

Privacy and Security Policy

We recognize the importance of respecting your information and maintaining confidentiality. As a regulated financial institution, we must obtain information about you. We use this information in a number of ways: giving you authenticated access to your account information, servicing your or your company’s account, complying with regulatory requirements, providing you with customized information, making our applications easier and more useful for you.

We know you may be concerned about what we do with the information you provide us. You have our assurance that: We are committed to safeguarding your data and maintaining your privacy online. We do not sell your information to third parties, unless we have your prior written consent or are required by law to provide such information. We do, however, share selected information under certain conditions as part of normal business operations and/or in respect to servicing your account, such as executing transactions you have placed, and as part of normal legal/regulatory purposes required by the Internal Revenue Service, Securities and Exchange Commission, and other regulatory and government entities. If applicable, we have ensured that third parties with whom we contract to assist us in providing services for your account have agreed to maintain the confidentiality of your data. Such service providers will only have access to your data as is necessary and are prohibited from any unlawful use of your data. We periodically also forward to your attention educational information as well as material pertaining to our products and services that might be of interest to you.

This website uses cookies, messages given to a Web browser by a Web server. The browser then stores the cookie in a text file. This website uses two types of cookies:

  1. Session cookies which are temporary cookies that are automatically deleted whenever you close all open Web browser windows. Session cookies are used to ensure that you are recognized when you move from page to page within the site and that any information you have entered is remembered. Session Cookies do not collect information from the user’s computer. They typically will store information in the form of a session identification that does not personally identify the user.

  2. Persistent cookies that remain permanently on the cookie file of your computer. The persistent cookies contain an encrypted identification value associated with the User ID. Persistent cookies personalize your website experience and enhance security measures by recognizing your computer.

Cookies placed on your computer do not contain any personal information, such as an e-mail address or name.

Although your browser may permit you to reject cookies, cookies are required to login and navigate within this website. If you should choose to disallow cookies you will be required to respond to challenge questions each time you log on.

We protect your account information from unauthorized access, to the best of our ability, by placing it on the most secure portion of our website. That's why you have to enter a unique user name and password each time you want to access this secure website. We also utilize a site authentication feature (personalized image and description), which allows you to verify you are visiting the valid website. Your password should never be shared with anyone. None of our other clients can access your data, and only a restricted set of our employees can access your data in order to provide service to you. When you access password-protected portions of our site using a web browser, Secure Sockets Layer (SSL) technology is used to protect your communications through server authentication and data encryption. We upgrade and maintain our technology on an ongoing basis. Although this website may link to some external sites, we are not responsible for the privacy practices of those websites.

If you have any questions or comments about your personal or company data, please contact us through the link on this site. If you are a client please refer to your agreement with us, which provides specific and additional terms, and conditions that may apply.