You can contact our support team by calling (917) 979-5358 and selecting option 2.
You can also email us at email@example.com.
Additionally, in your advisor portal, you may have noticed a icon in the lower right-hand corner.
Click on the icon and you can search for helpful articles without leaving your Vestwell portal or send us an email by using the contact us option seen below.
Here are some other helpful links to frequently searched topics, for advisors, on our Help Center.
- You may sign in at https://signin.vestwell.com/
- Advisor Portal
- Request For Proposal
- Need an RFP? Reach out to firstname.lastname@example.org
To learn more about Vestwell's record-keeping platform, click here.
For new sales, don't hesitate to get in touch with our sales team at email@example.com
- If you are in the process of onboarding a plan and need assistance firstname.lastname@example.org