The CIT Dashboard is a digital platform offered by SEI Investments that provides access to detailed fund information, performance metrics, and administrative tools for managing CIT investments. Whether you’re a plan sponsor, advisor, or institutional investor, the CIT Dashboard is a vital resource for investment analysis and decision-making.
In this comprehensive guide, we’ll walk you through everything you need to know about the CIT Dashboard New User Registration process, including the benefits of using the platform, step-by-step instructions, common issues, and frequently asked questions.
Register now at: https://www.seic.com/cit-dashboard-new-user-registration
What is the CIT Dashboard?
The CIT Dashboard is a web-based interface provided by SEI Investments. It allows users to securely access information on Collective Investment Trusts (CITs), which are pooled investment vehicles available primarily to qualified retirement plans.
The platform includes:
- Fund fact sheets and detailed profiles
- Historical performance data
- Benchmark comparisons
- Fee structures and share class information
- Regulatory documents and updates
- Custom reporting features
For financial professionals and plan administrators, the CIT Dashboard serves as a critical hub for monitoring, comparing, and evaluating CIT products offered by SEI.
Benefits of the CIT Dashboard
Registering for the CIT Dashboard opens up a variety of advantages:
✅ Real-Time Fund Access
You gain access to real-time fund data, performance statistics, and other critical investment information that supports informed decision-making.
✅ Enhanced Reporting Capabilities
The Dashboard allows users to generate customized reports that suit their specific portfolio or fiduciary requirements.
✅ Compliance and Transparency
You can access vital compliance documents, including prospectuses, statements of additional information (SAIs), and regulatory filings—all in one place.
✅ Secure Environment
SEI offers high-grade security and encryption for data protection, ensuring that user and investment information remains confidential.
✅ User-Friendly Interface
The design of the platform is intuitive, allowing even first-time users to quickly adapt and begin using the system efficiently.
Who Should Register?
The CIT Dashboard is not designed for retail investors. It is specifically intended for:
- Plan Sponsors – HR professionals and benefits administrators overseeing retirement plans
- Financial Advisors – Professionals managing client portfolios involving CITs
- Institutional Investors – Entities such as pension funds, endowments, and foundations
- Third-Party Administrators (TPAs) – Service providers supporting retirement plan operations
If you’re involved in the administration or advisory of tax-qualified retirement plans, this platform is a valuable tool for investment oversight.
Step-by-Step: CIT Dashboard New User Registration
The registration process is straightforward and typically takes only a few minutes. Follow the steps below to create your new user account.
Registration Link
Start here: https://www.seic.com/cit-dashboard-new-user-registration
1. Visit the Registration Page
Click the link above to navigate to the official CIT Dashboard New User Registration page on SEI’s website.
2. Fill in Personal Information
You will be prompted to enter:
- Full Name
- Email Address
- Phone Number
- Company Name
- Job Title
- Mailing Address
Make sure to provide accurate and professional contact details, as they may be verified for approval.
3. Define Your Role
You’ll need to indicate your role within the organization or your relationship to the retirement plan. Options typically include:
- Plan Sponsor
- Advisor
- Consultant
- Recordkeeper
- Other Institutional Investor
4. Choose Access Preferences
Specify the level of access or types of data you’re looking to obtain. This helps SEI tailor your dashboard experience accordingly.
5. Agree to Terms and Conditions
Read through SEI’s user agreement, privacy policy, and platform terms. You must check the acknowledgment box to proceed.
6. Submit Your Application
After reviewing your information, click Submit. You will receive an email confirmation acknowledging your request.
7. Await Approval
Account approval usually takes 1–3 business days. SEI may contact you to verify your role or request additional documentation.
8. Receive Login Credentials
Once approved, you’ll receive an email with your username and a temporary password. You’ll be prompted to reset your password upon first login.
Troubleshooting Common Registration Issues
While the process is generally seamless, a few common issues may arise:
❌ Invalid Email Domain
SEI may reject applications from personal email addresses (e.g., @gmail.com, @yahoo.com). Use your corporate or organizational email.
❌ Missing Information
Applications with incomplete data (like missing job title or company name) may be delayed or denied.
❌ Role Not Recognized
Only those with a direct relationship to a tax-qualified retirement plan or institutional investment may be approved.
❌ Spam Filters Blocking Emails
Check your spam or junk folder if you haven’t received the confirmation email within a few minutes.
FAQs About CIT Dashboard
What is a CIT?
A CIT is a pooled investment fund that is available only to qualified retirement plans. Unlike mutual funds, CITs are not regulated by the SEC but are overseen by banking regulators such as the Office of the Comptroller of the Currency (OCC).
Is there a fee for registering on the CIT Dashboard?
No. Registration and use of the CIT Dashboard are completely free for qualified users.
How long does it take to get approved?
Approvals typically occur within 1–3 business days. If additional verification is needed, SEI may contact you.
Can I update my user information after registration?
Yes. Once logged in, you can access your account settings to update your profile, including your contact information and access preferences.
What if I forget my password?
You can use the “Forgot Password” link on the login page to reset your password. Follow the prompts in the email sent to your registered address.
Can multiple users from the same company register?
Yes. Each user must register individually. However, SEI may verify the legitimacy of requests from the same organization.
Is mobile access available?
Yes. The CIT Dashboard is mobile-responsive, so you can access it on tablets and smartphones. However, for the best experience, a desktop browser is recommended.
Conclusion On CIT Dashboard
The CIT Dashboard by SEI is a robust and essential platform for professionals managing or advising on retirement investments. With powerful tools for fund analysis, compliance review, and performance tracking, it empowers users to make informed and transparent decisions regarding CITs.
Registering is a simple yet vital first step. By following the outlined steps and understanding what’s required, new users can quickly gain access to a world of institutional investment insights.
Ready to get started?
Register now on the official SEI CIT Dashboard page
