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Creating new log in for investment accounts

susanjoviss

I need to "redo" my investment accounts with SEI. I have info on how to log in and set up Quicken access from SEI. In the past I used the old method of updating with SEI. Should I delete my current/old SEI accounts from Quicken before creating the new log in? Or wait? I'm concerned that the SEI download will get confused if the old accounts (created through the SEI site) are still there….

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Accepted answers

[Deleted User]

@susanjoviss thank you for the additional information. It should be relatively simple to start over in your situation. Basically you can just add new SEI investment accounts and it would be up to you if you want to keep the old accounts for historical transactions or just delete them.

Make a backup of your data file.
If you decide to delete the old accounts go to Account Details and click on "Delete Account".
If you want to keep the old account for historical transactions, click on the Online Services tab in Account Details, and make sure that all connections have been deactivated. Then blank out the financial institution name and account number. Also, you may want to change the account name to reflect that they are old closed accounts.
Click on Tools → Add Account and then go through the set up process for your new SEI accounts. Make sure to set the accounts as NEW and do not link to existing accounts.

As long as you add the accounts as new, you won't have any issues if you decided to keep the old accounts.

All comments

[Deleted User]

@susanjoviss there probably no need to delete the old SEI accounts, but it depends on the situation and what you are trying to do.

Did you want to start over with your SEI investment accounts? If so, why and were the old accounts kept up to date and reconciled?

Did your account numbers change with SEI? Did your logins change?

susanjoviss

Thanks for the reply. Yes, I want to start over. In past years I didn't have time to keep up with them as well and they are no longer correct. Plus the login with SEI changed and as well we have a new account that doesn't update with the old log in. Goal is to get up to date correctly on the accounts and keep up going forward.

[Deleted User]

Make a backup of your data file.
If you decide to delete the old accounts go to Account Details and click on "Delete Account".
If you want to keep the old account for historical transactions, click on the Online Services tab in Account Details, and make sure that all connections have been deactivated. Then blank out the financial institution name and account number. Also, you may want to change the account name to reflect that they are old closed accounts.
Click on Tools → Add Account and then go through the set up process for your new SEI accounts. Make sure to set the accounts as NEW and do not link to existing accounts.

As long as you add the accounts as new, you won't have any issues if you decided to keep the old accounts.

susanjoviss

Thank you very much!