We would like to provide advance notice of two mailings you will be receiving from SEI in the next couple of weeks. SEI is upgrading their back office systems, which affects statement frequency and online account access. This upgrade is an enhancement and will be a positive for our clients in many ways.
You will be receiving monthly statements from SEI for the months of April, May and June in lieu of receiving one quarterly report for the quarter ending June 30, 2014. Quarterly reports will resume with the quarter ending September 30, 2014.
Effective June 2, 2014, a new, enhanced investor website will be available. The new website will be named www.AccessMyPortfolio.com. Please review the mailing from SEI carefully regarding the changes. Effective May 31, 2014, www.portfolioaccess.com will no longer be available.