Company Page

Company Tab

Through the "Company" page, you can do the following:

  • Update company information.
  • Update payment settings, including the ability to add, edit, or delete payment methods.
  • Add or edit admin team members.

Company Info Tab

Use this tab to update your company information.

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Bank Accounts Tab

In this section, you will be able to manage the settings of your bank account and/or fee payment method. You may:

  • Add a new bank account by selecting the Add Bank Account button.
  • Update existing bank information by selecting the Update button.
  • Delete existing accounts by selecting the Delete Account button.
  • Choose your fee payment method by selecting the Manage Fees Payment button.
  • Edit your pay groups and their payment method by selecting the Manage Pay Groups button.

Note: If you would like to use a different payment method or update an existing non-bank account payment method for fee payments, please contact clientsuccess@vestwell.com

Manage Admin Team Tab

In this tab, add additional team members as admin. Also, edit or remove current admin members.

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If you have any questions, please reach out to clientsuccess@vestwell.com