T R A I N I N G GU I D E 21
Digital Account Open Limitations
This initial rollout of Digital Account Open is limited in terms of account types, investment solutions and related
features. The list below details these limitations. You may either use the Download Application Kit or your current
process to work around these limitations.
Category Limitation
Digital Account Open AIP Standing Instructions only available through print
Digital Account Open AIPs, Distributions, CAA, SBLOC and Agent Auth available only for print
Digital Account Open
Account Types limited to Traditional IRA, SEP IRA, Roth IRA, Individual,
JTWROS and Tenants in Common
Digital Account Open
Personal Trusts & Donor Advised Fund only available through Download
Application Kit
Digital Account Open
All Account Owners must be U.S. citizens living in the U.S. (i.e., cannot live
abroad and cannot be a resident alien)
Digital Account Open - Investments
Managed Account Solutions, Custom High-Net-Worth and Distribution
Focused Strategies only available through Download Application Kit
Digital Account Open - Investments Limited to one SEI ETF Strategy and SEI American Funds Strategy
Forms & E-sign Form font sizes are inconsistent
Forms & E-sign PDFs are editable through Microsoft Edge and Google Chrome, not Adobe
Forms & E-sign Accounts can be e-signed individually, not as a group
Forms & E-sign
The new Upload Forms action can be used to upload Account Applications
only; use Managed Forms to upload all others
