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Convert SEI Private Trust Company checking account statements to OFX

Need your SEI Private Trust Company checking account statement in OFX? Statemently extracts every transaction from the PDF and turns it into a clean OFX export — usually in just a few seconds. Statemently produces a tidy OFX file that imports directly into OFX.

Convert to OFX

How to convert a SEI Private Trust Company checking account statement to OFX

  1. 1

    Upload your SEI Private Trust Company checking account statement

    Drag and drop your SEI Private Trust Company checking account statement PDF onto Statemently, or click to browse. Text-based PDFs up to 10 MB are supported.

  2. 2

    Let Statemently extract the transactions

    Statemently reads the SEI Private Trust Company PDF and automatically pulls out every transaction — date, description, amount, and running balance.

  3. 3

    Review and fix any rows

    Check the extracted table and edit any cell inline. A confidence score flags anything worth a second look before you export.

  4. 4

    Download and import into OFX

    Download the OFX file, choose the correct destination account type, then import it into OFX — your transactions land in neat columns, ready to review.

Why OFX?

Universal bank format

OFX imports into Quicken, GnuCash, and most accounting tools with no column mapping.

Structured, not guessed

Dates, amounts, and descriptions are written into the fields your software expects.

Review before import

Check every transaction first, then import a clean OFX file.

About SEI Private Trust Company checking account statements

Headquarters
Oaks, PA
Established
2001
Insured
FDIC-insured
Website
www.seic.com

SEI Private Trust Company is headquartered in Oaks, PA and has served customers since 2001. A SEI Private Trust Company checking account statement lists deposits, debit-card purchases, transfers, checks, and fees, with a running balance for the period. Statemently reads the PDF, isolates each transaction row, and keeps the dates, amounts, and balances aligned so your checking account export is ready to use.

To get your statement, sign in to SEI Private Trust Company online banking (www.seic.com), open the account, and download the statement period you need as a PDF — then upload it here.

Frequently asked questions

Is the SEI Private Trust Company to OFX converter free?

Yes. You can upload your SEI Private Trust Company checking account statement and download the extracted transactions as OFX at no cost.

Will it work with my SEI Private Trust Company checking account statement?

It works with text-based SEI Private Trust Company PDFs — the kind you download directly from SEI Private Trust Company. Scanned or photographed statements need OCR, which is coming soon.

How do I get my transactions into OFX?

Statemently gives you a clean OFX file. Open OFX and import that file — your SEI Private Trust Company transactions appear in organized columns.

Can I edit transactions before downloading?

Yes. Every row from your SEI Private Trust Company checking account statement is editable inline, so you can correct anything before exporting to OFX.

Is my financial data secure?

Files are processed privately and are never sold or shared. Uploads are kept only as long as needed to produce your export.

Other SEI Private Trust Company formats

Convert other statements to OFX

Banks in Pennsylvania

Convert your SEI Private Trust Company checking account statement to OFX

Upload a PDF, review the transactions, and download in seconds. Free and private.

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