1. Log in to https://tpa.vestwell.com/ and navigate to the “Manage Team” tab.
2. Select the Add User button.
3. A pop-up box will appear where you can enter the email address of the person you would like to add. Once you’ve entered their information and selected their role from the dropdown menu, click Invite.
4. Each person you add will be sent an email inviting them to register for the TPA portal. They must select the Register Now button to get started. Once they complete their registration, where they set up a login ID and Password, they will have TPA portal access.

Note: Manager-level users can add or remove other users’ access. Agents cannot. Otherwise, access and permissions are the same. Anyone registered can view all plans assigned to their firm’s book.