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Account Related Questions

Whom do I contact if I have a problem with my account?

Contact our team at: 866.792.5412.

How do I activate my debit or ATM card and change my PIN?

You may activate your debit or ATM card at an ATM or by phone. At an ATM, insert or swipe your card and enter your PIN (Personal Identification Number). To activate your card by phone or to change your PIN at any time, contact our team at 866.792.5412 and follow the instructions when prompted.

How do I reorder personal checks?

Personal checks may be reordered by calling our team at 866.792.5412.

How frequently is my account information updated?

We update all customer information nightly. Whether you access your accounts on-line, use the automated voice response system, or call us directly, your account information is updated nightly to reflect all account activity.

How can I close my account?

You can close your account by mailing or faxing the completed and signed Account Closure Request form to the address/fax number below. Please note that if a notary is required because an alternative address is being used, an original copy of this document must be mailed.

SEI Cash Access 
Attn: Client Service Ctr.
409 Silverside Road, Suite 105
Wilmington, DE 19809
Fax:  302.791.5792

You can also close your account by contacting our team.

How is my interest calculated?

Interest is compounded daily. Refer to your Truth in Savings disclosures for the frequency on when it is credited to the account.

How can I change my contact information?

You can change your contact information at any time by completing and faxing or mailing the Request to Change Contact Information form to:

SEI Cash Access
Attn: Account Maintenance
409 Silverside Road, Suite 105
Wilmington, DE 19809
Fax:  302.791.5792

You can also call our team at 866.792.5412 

What is the difference between the current balance and the available balance for my checking account?

The current balance is the total amount of funds in your account. The available balance is the amount of funds in your account to which you have immediate access.

I want to allow someone else to access my account. Can I do so?

If you didn't already specify a secondary authorized user when you opened an account, you can do so by calling our team at 866.792.5412.

Is it important to keep the bank updated on my email address changes?

Absolutely. Email is a critical way we keep you updated on electronic payments, news, etc.

Why do my deposit accounts show current update as of today, while my loan accounts may show previous days date information?

The deposit account information is current as of today. The loan information will only refresh when there has been an update to the account such as payment information.

Why do most of my transactions show up without a payee when they clear the bank?

Vendor (payee) information is only transmitted for debit card and  Make Payment transactions.

My debit card/ATM card expires next month; how do I obtain a new one?

No need to remember to order a new debit card or ATM card! A replacement card is automatically generated at the end of the month prior to your current card’s expiration date. Delivery takes 5-7 business days, so you will receive the new card at least two weeks before your current card expires. The new card can be activated using your existing PIN, at which point your new card is ready to use!

How do I open an account?

To open an account with SEI Cash Access please contact your broker representative.

How long does it take to receive my checks, debit card, or ATM card after I open my account?

Your checks, debit card, or ATM card, will arrive in separate mailings within 7-14 business days.

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