SEI Advisor Site


 

 

Tell your clients about the ease of banking on the go with the SEI

Cash Access Mobile App! Learn more.


SBLOC Estimator Tool
- Find out how much your clients may be eligible to borrow against their investment portfolio with a Securities Backed Line of Credit. 

How banking services help you as the Financial Professional:
Adding the Securities-Backed Line of Credit (SBLOC) and Cash Access Account (CAA) services to the comprehensive list of SEI Investment products allows you to protect relationships with existing clients and attract new ones.

The SBLOC supplies you with the ability to give your clients access to their funds while keeping their investment strategy in place at SEI the way you constructed it. This keeps assets under management for you and also leaves you with the freedom to continue trading within the restricted account as you see fit. This multifunctional line of credit ensures that your clients stay on track towards their financial goals, while offering them a flexible liquidity option.

The CAA provides your clients with a robust banking service and also gives you the option to view their transactional activity and account information on both Bancorp’s and SEI’s websites. The CAA keeps your clients’ assets in a place where you can see them, enabling you to better understand their cash needs and discuss recommendations about their personal circumstances and goals.


Recommending banking services to your clients:

SBLOC

  • No set up, annual or monthly fees*
  • Only monthly interest due when line is accessed, principal payments made at your client’s leisure
  • Option to use as overdraft protection to the CAA; no need to keep cash in the linked SPTC account
  • Use the funds towards real estate, taxes, tuition, business cash flow needs, new business ventures, and more
  • Beneficial as a safety net for unforeseen expenses

 

CAA

  • No fee to set up, no minimum balance requirement, and no monthly service fees
  • Free standard checks and unlimited check writing privileges
  • Debit card with no annual fee
  • Domestic and international ATM access
  • Online banking and Bill Pay service including external transfers to other bank accounts and transfer to and from the linked SPTC account
  • Competitive interest rate and FDIC insurance

 

 *The Bancorp Bank does not charge an application fee. State, local, and/or third-party fees may apply in some states.

 

 

 

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, Member FDIC, which is not affiliated with SEI Investment Company or any of its other subsidiaries. © 2009-2016 SEI

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

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