Advisors have the option to display their contact card for savers. When the contact card is enabled, a card will display in the savers portal for all plans. Enabling the contact card can be done through the following steps:
- On the right side of the Vestwell portal homepage, the “Display Contact Card to Employees” option shows the advisor's contact card status. If the contact card is "Disabled", select “Manage Your Card” to turn on the contact card; you can also edit the current information on the contact card.
- This takes you to the next screen where you can toggle the “Surface Card in Employees Portal” option; this allows advisors to add their name, email, phone number, and even upload an image. Once done, hit “Apply Changes”
Once the contact card has been created, savers will see the contact information in their savers portal, and advisors will see the contact card status shows “Enabled” on the homepage.
We hope you found this article to be helpful. If you need additional assistance, please contact us at clientsuccess@vestwell.com