Client Center
The following links provide a secure connection to personal financial documents and reports for our clients. You can also find current financial news, articles, and market updates.
My wealth management site
A comprehensive view of all financial assets including investments, insurance, real estate, and more. Log in now »
My investment portfolio
See the investment details of your portfolio including asset allocation and portfolio structure. Log in now »
My documents
If you don’t have a Wealth Management Site, go here to access your essential files such as wills, trusts, tax returns, etc.
Access secure login »
Market updates
A handy reference to what’s happening in the financial world.
Click here to view market summaries, economic data, video commentaries from fund managers, and more »
About SEI
An overview of SEI, the trust company providing your custodial and personal trust services. Click here to learn more »
Article Library
See our article library for current interesting financial topics and news.
Click here to learn more »
Terms of Use
When you visit the Client Center section of this web site, you will leave www.insightgroup.com when you login to My site, My portfolio, and My documents.
You will be viewing material from other web sites that may not be regulated by the Financial Industry Regulatory Authority and the Securities and Exchange Commission. Information in this section is not to be considered a recommendation or an offer to purchase any product.
The Insight Group makes no representation as to the completeness or accuracy of the information provided at these sites. The Insight Group accepts no liability for any direct or consequential loss arising from any use of this information or its content, nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through these sites. This link has been provided courtesy of The Insight Group.
Other outside links
At certain places on www.insightgroup.com, live ‘links’ to other Internet addresses may be accessed. Such external Internet addresses contain information created, published, maintained, or otherwise posted by institutions or organizations independent of The Insight Group, Inc. The Insight Group, Inc. does not endorse, approve, certify, or control these external Internet addresses and does not guarantee or assume responsibility for the accuracy, completeness, efficacy, timeliness, or correct sequencing of information located at such addresses. Use of any information obtained from such addresses is voluntary, and reliance on it should only be undertaken after an independent review of its accuracy, completeness, efficacy, and timeliness. Reference therein to any specific commercial product, process, or service by trade name, trademark, service mark, manufacturer, or otherwise does not constitute or imply endorsement, recommendation, or favoring by The Insight Group, Inc.
