Digital Onboarding Common Questions for Advisors

On Monday, June 17th, 2024, Vestwell updated the onboarding process for employers launching a new retirement plan. The update included a new streamlined and simplified digital onboarding questionnaire to collect company and plan information. This article aims to answer some frequently asked questions about the new onboarding experience.

  1. Which plans will experience the new onboarding questionnaire?
  2. Which plans will still see the old onboarding experience?
  3. How can the new onboarding questionnaire be accessed from the advisor portal?

Please note that we are in the process of refreshing our help center and its materials to reflect the update. We thank you for your patience! 

Which plans will experience the new onboarding questionnaire?

All new employers will receive a welcome email invitation to begin registration and onboarding for their plan. Any of your plans that receive this welcome invitation to register and begin onboarding on or after June 17, 2024, will experience the new onboarding questionnaire. 

Which plans will still see the old onboarding experience?

All employers receive a welcome email invitation to register and begin onboarding on our portal. Plans that have successfully registered before June 17, 2024, and are currently completing onboarding will continue with the old onboarding experience. 

How can the new onboarding questionnaire be accessed from the advisor portal?

Once your client receives an invitation to register and begin onboarding, you’ll be able to access the digital onboarding questionnaire on your advisor portal by following the below steps.

Note: You will not see the new digital onboarding questionnaire for clients that have successfully registered and begun onboarding on the portal prior to June 17th, 2024. 

  1. Log in to your advisor portal.
  2. Navigate to the “Onboarding” page by clicking on the cart icon on the left-hand side of your screen. 
  3. From here, you can view all of your plans that have begun onboarding, as well as status updates on various onboarding activities. To continue navigating to a client’s onboarding questionnaire, select the arrow icon  for the respective plan within the “Task Tracker” column.
  4. You will now be redirected to the new onboarding questionnaire within the employer’s portal, allowing you to see exactly what your client sees. You can help fill out the information in the questionnaire on your client’s behalf.

If you have additional questions, please do not hesitate to reach out to clientsuccess@vestwell.com.