You can make a transfer from your credit card to your account with SEI Cash Access. A fee may apply; please refer to our Schedule of Fees for details. (Also contact your external financial institution about any fees it may charge for transfers.)
Initial deposits are limited to $500 and can be completed when you use the online application or log in to your account for the first time.
There are two ways to add additional funds by credit card:
- Use our online Funds Transfer service; or
- Call Client Experience at 866.792.5412 and ask to fund your account with a credit card. Please have the following information available:
- Your credit card account number, CVV number and expiration date
- The cardholder's name
- The cardholder's billing address
At this time we accept the following credit cards: VISA®, MasterCard®, American Express, and Discover.