How Do I Register?

How To Register Video

Note: For the best experience, we recommend using Google Chrome on a laptop or desktop when registering. Please note that we only support the current and previous major versions of browsers. You may use older versions of browsers to access the platform, but the experience may be affected.

Once you are eligible, Vestwell will send an email invite to the work email address provided by your employer. The email is titled "Register for Your Retirement Plan!”. Please note that the email is not required to register for your account.

1. Begin Registration - To start the registration process, go to https://connect.vestwell.com/register.

You can also use the following methods to start the registration process:

  • Go to the login page and select the Start Here link at the bottom of the screen.
  • Open the "Register for Your Retirement Plan!” email and click the Register Now button at the bottom. 

2. Verify Your Identity - The registration process starts by searching for your retirement account. You find your retirement account by entering your social security number, date of birth, and last name.

 
If the information provided doesn’t match an unregistered account, you will receive an error message saying, “We do not recognize the information provided. If you think this is an error, please reach out to your employer to get this corrected.” 


If the information provided has already been used for a registered account, you will get an error message indicating, “The provided information has already been used to register. Log in to access your account.”


3. Company and Address Verification -
You will then be asked to verify which company is sponsoring the retirement plan you are registering for.

Next, verify the address you have lived at in the past or currently live at from a list of options.



Note: If a company name or address is incorrectly selected three times, your registration will lock after the third attempt, and you will need to reach out to help@vestwell.com to proceed.


4. Contact Information - After verifying your identity, you'll be asked to provide your contact information, including your name, personal email, and phone number. 

5. Account Setup - Your login email should be pre-populated. 

If you would like to set a different login email address, select the Edit button on the top right of the login email field to update the email address. 

Selecting this will allow you to edit your email address. Once you have changed the email address, select Continue to create a password. 

A password is required to log in to your retirement account. Be sure to select a secure password that is difficult for others to guess but easy for you to remember. You will be asked to enter the password twice to avoid typos. Select Create Account to continue.


6. Set Up Two-Factor Authentication
- After you enter your password, you will be prompted to set up 2-Factor Authentication to add an additional layer of security to your account. You can choose between app-based or phone-based authentication.

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Authentication App:
 

  1. Install one of the authentication apps, Google Authenticator or Microsoft Authenticator, on your mobile device.
  2. On the preferred method window, select Authentication App.
  3. Open your authentication app, select the plus button (+), and elect to scan the QR code on your screen.
  4. Scan the QR code on your screen and hit Continue. Your authentication app will register your Vestwell account.
  5. Enter the 6-digit code in your app and select Enable. You're all set!

Phone Number: 

  1. On the preferred method window, select Phone Number.
  2. Enter your mobile or landline number and select your verification method, either text message or voice call. Then click Next: Verify.
  3. Enter the 6-digit code you received and hit Enable. You can select Resend code if you do not receive the 6-digit code. That's all! 
Note: You can always modify and add backup methods to your Two-Factor Authentication directly on the platform. 
 

7. Agree to Terms and Conditions – The final step is to agree to the terms and conditions of the platform. Once agreed to, you will be redirected to your new retirement account.

 

 



I Already Have an Account With Vestwell. How Can I Connect My Existing Account with My New Saver Account?

Suppose you already have a Vestwell account set up from your previous employer, and your current employer uses Vestwell as their 401(k) provider. In that case, you can connect your new employer information to your existing Vestwell account. 

On the "Account Setup" page, you will see a message that says your email is already associated with an existing account. Enter your password for the current account and select Connect Accounts. By doing this, you can access both accounts through a single login. 

If you do not remember what your password was previously set to, you can always use the Forgot Your Password option. Doing so will send a password reset link to your login email address. 

After resetting your password, please return to the "Account Setup" page to complete the rest of the registration process, following the steps above. 
 
If you need assistance, please reach out to Vestwell directly at help@vestwell.com.