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.
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Subject/Linked Image of Message
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Description |
Date Announced/Updated |
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| 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 |
| Updated Tax Resources |
2023 Tax Information available in the footer of SEI Advisor Center has been updated. The SEI Tax Guide and SEI Tax Reporting FAQ are now available. |
1/31/2024 |
| Updated Account Application & Agreement |
Ensure you're using the latest '12/23' or '2/24' version of an Account Application & Agreement by checking the form's footer. |
1/29/2024 |
| 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 |
| State Withholding Updates |
On an annual basis SPTC updates default minimum amounts to be withheld on IRA distributions by state. Reference the State Withholding Guide for more information. |
1/4/2024 |
| Updated Account Application & Agreement |
Ensure the latest version of the Account Application and Agreement is being used to avoid delays or rejections. |
12/11/2023 |
| Upcoming Enhancements to SEI's Strategies |
More information on the changes can be found in Knowledge Center > Asset Management > Enhancement's to SEI's Strategies |
11/28/2023 |
| Online Check Deposit is Live! |
Securely upload scanned copies of checks through the Manage Forms action. See the How To Guide and Video Demo for more information. |
9/13/2023 |