My Company Page Video Walkthrough
My Company Tab
Through the "Company" page, you can do the following:
- Update company information
- Add or edit bank accounts
- Add or edit admin team members
Company Info Tab
Use this tab to update your company information.
Bank Accounts Tab
In this section, you will be able to edit current bank account information or add a new bank account.
Plaid-Added Accounts
If you added an account via the Plaid integration, you cannot edit or remove an account from this page and will need to email clientsuccess@vestwell.com to do so.
Manually-Added Accounts
If you added an account manually, you cannot remove an account from this page and will need to email clientsuccess@vestwell.com to do so.
Manage Admin Team Tab
In this tab, add additional team members as admin. Also, edit or remove current admin members.
If you have any questions, please reach out to clientsuccess@vestwell.com.