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Schedule a Call

Client Access

Account Access

Utilize the following links to access and take control of your future.

SEI Investor Portal 

Learn more about the Investor Portal

CollegeAmerica 529 Savings Plans

Learn more about Capital Group’s CollegeAmerica 529 Savings Plans

 

Resources

Client Resources

  1. 529 Plans – Qualified Expenses (PDF)
  2. Important Financial Numbers for 2025 (PDF)
  3. Important Financial Numbers for 2026 (PDF)
  4. Meriwether Scholarship – Class of 2026 (PDF)
  5. Charting Your Course – download our retirement guide (PDF)
  6. Waypoints – download our guide for high earning individuals (PDF)

Client Forms

  1. Client Information Profile for IRAs (Printable PDF) (Online Form)
  2. Client Information Profile for Non-IRAs (Printable PDF) (Online Form)
  3. Data Gathering Form (Printable PDF) (Online Form)

Secure Document Upload

Securely submit documents to the Meriwether team