IMPORTANT UPDATE:
Welcome to A New Trust Services Experience
Effective November 3, 2025, your Trust Services account will transition from the Client Point system to a new trust operating platform powered by SEI Trust Company (SEI).
This change has been carefully planned over the past several months to ensure continuity in the service you receive and to enhance your overall experience with improved functionality, security and ease of use.
Access Burke & Herbert Trust Services
Starting November 3, you can access your Burke & Herbert Trust Services account on the SEI platform by following these steps:
- Visit the Wealth section of BurkeandHerbertBank.com.
- In the Account Log In box, click on the opens in a new windowBurke & Herbert Trust Services link. You can bookmark this link for easy access to the SEI portal going forward.
- Follow the prompts to reactivate your user credentials on the SEI platform.
All of your Trust Account information from the Client Point platform has been securely transferred to the SEI platform.
We’re Here To Help
If you have any questions, or need assistance during this transition, your Trust Officer is ready to support you every step of the way. For general inquiries or help accessing your account, please reach out to your Trust Officer directly.
Chandler Hurley, Trust Officer (304) 324-3262
John Jividen, Trust Officer (304) 746-6082
Elizabeth Sudduth, Trust Officer (304) 324-3236
Not Insured by FDIC or Any Other Government Agency • Not Bank Guaranteed • Not Bank Deposits or Obligations • May Lose Value
