Our Advisor Information site, seiCAAinfo.com, has all the information you need to help your
clients take full advantage of the CAA program. Monthly sweeps, overdraft protection and
all other program aspects are discussed in detail. Simply navigate to our site and use our
search function to find exactly what your clients need. Information is just a click away.
Choose the combined program, and get all the benefits of the
SBLOC and the CAA checking account! The checking account
is linked to the SBLOC and tied to the SEI investment account.
The line of credit can be accessed on demand via the checking
account and acts as the overdraft protection for checks.
CAA Checking Account
+ CAA Securities Backed Line of Credit
All of the flexibility,
combined into one program.
Cash Access Account Comparison
Typical Banks SEI Cash Access Account
Online Banking with Bill Pay X X
Free Standard Checks X
Free Incoming Wire Transfers X
Debit Card X X
ATM Access X X
Funds Transfer X X
Automatic Monthly Sweeps to/from SEI X
Linkage to SEI Money Market for Transfers X
Overdraft-Eligible to SEI Money Market Funds X
Optional SBLOC Overdraft Protection X
Free Outgoing Domestic Wire Transfers to SEI X
Online Access for Advisors (TotalCash® Manager) X
Balance Alerts for Clients and Advisors X
Multiple Deposit Options Including via Mobile Banking App X X
For Financial Intermediary Use Only. Not for Public Distribution.
