T R A I N I N G GU I D E 2
Overview
SEI's new account open tool, Client Acquisition and Review, provides an easy way
to open an account directly within the SEI Wealth Platform
SM
. You will be able to
build out a new account application packet, save your work, obtain preassigned
account numbers, access blank forms, and submit or resubmit for e-signature.
You will also find instructions on how to print a completed application kit and
download a blank one with forms applicable to the application types that you
select. The functionality at your fingertips has never been greater.
