Full Technology Release Notes can be found by clicking Technology Updates from the footer of the SEIAdvisorCenter.com home page. More information is also available in the Help Menu on SEIAdvisorCenter.com.
| Subject/Linked Image of Message | Description | Date Announced/Updated |
|---|
| Updated Account Application & Agreement | Ensure you are using the latest '8/24' version of an Account Application & Agreement by checking the form's footer. Submission of an outdated version will likely result in delays or rejection beginning on October 18th, 2024. | 9/3/2024 |
| Modify Strategy Assignment Retirement | The Modify Strategy Assignment will no longer be available effective November 1st, 2024. | 8/21/2024 |
| Updated Rebalancing Date | SEI's final 2024 Rebalancing Date has been updated to Friday, October 25, 2024. | 7/25/2024 |
| 6 in 60 Tech Update | Check out the latest update here. | 7/15/2024 |
| Trade Settlement Changes | Effective May 28, 2024 securities settlement is the next business day after a trade, or T+1. This was an industry-wide change. | 5/20/2024 |
| 2024 Quarterly Rebalancing Dates | SEI's remaining 2024 Rebalancing Dates have been updated: Monday, April 22, 2024, Monday, July 22, 2024 and Monday, October 28, 2024 | 4/3/2024 |
| Quarterly Rebalancing Reminder | First quarter rebalancing will occur with a trade date of Tuesday, February 20, 2024. The earlier date is occurring as part of the recent asset allocation changes to our mutual fund strategies. | 2/12/2024 |
| Additional State Withholding Updates | Updated State Withholding Guide available | 2/6/2024 |
| Enhancements to SEI's Strategies | Starting February 5th, you'll see these changes reflected in your SEI digital experience. More information can be found here. | 2/5/2024 |