SEI Private Wealth Management

Terms of Use

Terms of Use


By using this Website, you signify your assent to these terms of use. If you do not agree to these terms of use, please do not use the site. SEI together with its wholly-owned subsidiaries and affiliates (“We”) reserve the right, at our discretion, to change, modify, add or remove portions of these terms at any time. Please check these terms periodically for changes.

No Warranty

We created this Website for the convenience of our Internet visitors. The information (including text, graphics and functionality) is presented “As Is” and “As Available” without express or implied warranties including, but not limited to, implied warranties of non-infringement, merchantability and fitness for a particular purpose. We expressly disclaim any liability for errors and omissions regarding the information and materials contained in the Website. Due to the nature of the Internet, we cannot guarantee the accuracy or completeness of the information contained in this Website, information provided via this Site, or its/their suitability for any purpose.


The entire content (including text and “look and feel” attributes) of this Website is copyright of SEI Investments Developments, Inc., or other third party providers. Any commercial use of such content requires the prior written permission of SEI Investments Developments, Inc., which consent may be withheld in our sole discretion. All rights reserved.


Because of the marked increase in the fabrication and proliferation of computer viruses affecting the Internet, we want to warn you about infections or viral contamination on your system. It is your responsibility to scan any and all downloaded materials received from the Internet. We are not responsible or liable for any damage or loss caused by such hazards.

Security and E-mail

We welcome your e-mail correspondence. But Internet and e-mail communications are not confidential. It is possible that information transmitted to us may be read or obtained by other parties. In an attempt to protect your privacy, our e-mail responses do not include personal account information such as social security numbers or account numbers. Please review our Privacy & Security Policy.

Linked Sites/Frames/Use

This Website may provide links to other sites for your convenience in locating related information and services. We do not maintain any of these other sites and have no control over the organizations that maintain these sites or the information, products or services these organizations provide. Although we believe that the information from these organizations is reliable, we cannot guarantee their accuracy, completeness or suitability for any purpose. Accordingly, we expressly disclaim any responsibility for the content of these other websites, the accuracy of the information on these websites and/or the quality of products or services provided by the organizations that maintain them. We do not recommend or endorse these organizations or their products or services in any way. You are prohibited from linking to this Site from any other World Wide Web site, from framing any of the materials on this Site, and/or from suggesting any affiliation or endorsement between us, without our prior written authorization. You may download and print copies of the material contained in this Site exclusively for your own use and in accordance with these terms and conditions. However, you are prohibited from selling; distributing; copying, amending; modifying; posting, transmitting, uploading; or similar action regarding the material in this Site including: graphics, text; content; logos or the like. Further, you are prohibited and will be responsible for any and all of your unlawful use of this Site.

Limitation of Liability

Under no circumstances including, but not limited to, negligence, shall we be liable for any direct or indirect, incidental, special or consequential damages that result from the use of, or the inability to use, the materials in this Website, even if we or our authorized representatives have been advised of the possibility of such damages. In no event shall our total liability to you for all damages, losses, and causes of action (whether in contract, tort or otherwise) exceed the amount paid by you, if any, for accessing this Website. You are solely responsible for your decision to use this Site. You shall indemnify and hold us harmless from and against any and all claims, damages, liability and/or costs relating to your or your agents use of this Site.

Age and Responsibility

You represent that you are of sufficient legal age to use this Site and to create binding legal obligations for any liability you may incur as a result of the use of this Site. You agree that you are financially responsible for all uses of this Site by you and those using your login information, including any data aggregation service providers that you have authorized to access your data.


Valuations on this site are from sources believed to be reliable, but are not guaranteed. Prices are provided as a general indication of market value and may, because of timing or other reasons, differ from actual market prices or resale values. Investment products are not FDIC insured, other than certificates of deposit held in managed accounts. Your investments may lose value. Assets which are not publicly traded may reflect values from external sources other than pricing vendors, and may be valued less frequently than other publicly traded securities. SEI is not responsible for valuations provided by external sources. Assets for which a current value is not available may reflect as not valued or at a nominal value of $ 0.01.

Site Data

You hereby agree that certain information contained on this site may be based on directions or instructions we have received from you. We are not responsible for losses arising from incorrect or inaccurate data first provided by you, or for independently verifying that any information you have provided to us is accurate.

Termination of Access

We reserve the right to terminate without notice to you your access to this Site in our sole discretion, including without limitation, for overuse or abuse of this Site. The laws of the Commonwealth of Pennsylvania govern this Site in all respects. Any disputes or actions shall be initiated and resolved through Pennsylvania courts. You must destroy all materials or copies of materials obtained from this site upon termination.


While we appreciate hearing from our valued customers, to avoid any misunderstandings, please understand that anything that you send to us, including ideas, suggestions, proposals, etc., will become our property without any right of compensation and you hereby waiver any claim therefore.