Client Disaster Recovery

Contacting Your Custodian Directly

A “Disaster Recovery Plan” is never pleasant to contemplate. It is, however, an essential element of good planning and a recognition on our part that you need to feel confident that “life will go on" in the event of a natural or man-made disaster. To immediately and effectively access your accounts at:

SEI Trust
Please call 800/DIAL SEI (800.342.5734), between 7:30 a.m. and 6:00 p.m. CST.

Schwab Institutional
Please call 800.515.2157. This is the “Charles Schwab Advisor Services Alliance” group, a team of Schwab people specifically dedicated to helping clients who are unable, for whatever reason, to get through to their advisor directly.