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      1. Sterling Edge Financial Knowledge Base
      2. Taxes
      3. Custodian - Investment Vendor

      SEI Tax Information and Statements

      This article outlines where to find tax documents at SEI Private Trust. Including 1099s, 5498s and monthly statements.

      How can I get my tax documents from SEI? 

      Wait for Mail / E-Mail

      SEI will send tax documents to you in the mail.  You will also receive an email notification your tax documents are ready and accessible online.  

      How do I access documents online? 

      Visit Your Online Portal - SEI Connect - https://www.seic.com/login-clients 

      With SEI Connect, you can access prior year tax documents, estimated tax documents and account statements online or via the SEI Connect Mobile App at anytime.  

      Would you like help?

       Reach out.  Sterling Edge Financial clients are welcome to request documents to be uploaded to their eMoney Vault.  If you would like us to upload a copy of your tax return to your eMoney Vault call, email or text us www.sterlingedgefinancial.com.  We will upload your tax documents when they are ready in March.

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      When should we expect our final tax documents to be  ready at SEI Private Trust? 

      SEI will start to provide finalized tax documents on or around February 15th.  With all tax documents complete and available in their final form by March 15th. 

      Any reason we wouldn't get it by March 15th? 

      If you have special holdings or alternative investments, it is possible you will not receive your tax documents until the end of March.  

      I need help filing taxes.

      If you need help filing a tax return, amending a tax return or getting professional advice, let us know. We do not do complete taxes returns, but we are happy to refer you to professionals and resources who can. 

      Tax Links and Resources 
      https://www.irs.gov/
      File your taxes for free - https://www.irs.gov/filing/free-file-do-your-federal-taxes-for-free 
       
      Disclosures 
      This publication is for clients of Sterling Edge Financial.  We do not and cannot be of service to SEI Private Trust customers in any other capacity.  If you are not a Sterling Edge Financial client and have assets at SEI Private Trust please contact your advisor or SEI Private Trust for assistance, guidance or help with services or questions specific to you needs. 

      Copyright ©2023 Sterling Edge Financial All Rights Reserved.

      Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Fixed insurance offered through James K. Lancaster.  Cambridge and Sterling Edge Financial are not affiliated.  Cambridge does not offer tax advice.

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