SEI Cash Access

SEI Cash Access – Helping you deliver better wealth strategies
SEI Cash Access offers the financial tools for everyday money management and long-term financial planning. Focused on both deposit and lending services, SEI Cash Access puts you and your clients in the game, ready to respond to changing financial circumstances and new possibilities. 

On this site
You and your staff can access the information, forms and resources needed to service your clients quickly and efficiently from this website. In addition, our Client Success team is available to help with any needs or questions you may have. Contact or call 866.792.5410 to speak with a representative.  

Featured services 

  • Securities-Backed Line of Credit (SBLOC)
    Interest-only revolving line of credit
    Quick access to cash when liquidity needs arise
    Option to use as overdraft protection for CAA
  • SEI Cash Access Checking (CAA)
    FDIC-insured account
    No minimum balance to open
    Online account access 
  • TALEA® for faster loan origination and approval
    Sign on to the portal to create new SBLOC loan packages
    “Meet once, sign once” documentation
    Quickly connects clients to needed liquidity



This SEI Cash Access Account service is made available by SEI Investment Company to its custodial clients. Banking services are provided by The Bancorp Bank, N.A. Member FDIC, which is not affiliated with SEI Investment Company or any of its other subsidiaries. © 2023 SEI

The SEI Visa® Card is issued by The Bancorp Bank, N.A. pursuant to a license from Visa U.S.A. and may be used everywhere Visa debit cards are accepted.