SEI APP and Contribution Limits for 2026

Aggregation and Encrypted Vault Available on SEI-Connect

If you are not currently using the SEI Connect app to view your SEI investment accounts, you can download it from the App Store, Google Play, or wherever you get apps for your mobile device(s). SEI Connect has some features that our investors love: 

1. The first is the ability to aggregate outside accounts such as bank accounts or investment accounts with other custodians. Many of our clients have investment accounts with both Charles Schwab and SEI. SEI Connect allows you to see all your accounts at once.
2. Additionally, SEI Connect has a vault for safely storing documents. Some clients store Power of Attorney (POA) documentation or healthcare directives so that information is readily accessible in an emergency situation. 

If you need help downloading and / or accessing the app, please don't hesitate to contact our office. 

2026 Contribution Limits

There have been changes across the board for 2026 contribution limits. Be sure to check the chart below and don't hesitate to reach out to us with questions. 

Disclaimer: Crosby Advisory Group, LLC is a registered investment advisor. This newsletter is for informational purposes and does not reflect direct investment or tax advice. Investing involves risk including the potential loss of principal. Not all investments are suitable for all people. Crosby Advisory Group, LLC has ownership interest in NMD Insurance Agency and CAG Marketing.