Once registration is complete, the plan trustee can invite additional administrators to help manage the plan, such as a bookkeeper, HR contact, or payroll administrator.

Who Can Be Added as an Administrator?

You can invite anyone who needs access to your employer portal to help manage plan tasks, including:

• Internal staff such as HR managers, finance administrators, or office managers
• External parties such as a bookkeeper, CPA, or payroll provider representative

Note: All administrators have the same level of access to the employer portal. Vestwell does not currently support different permission levels or restricted access roles. Only invite individuals you trust to view and manage all plan information.

How to Invite a Team Member

1. Log in to your Vestwell employer portal at signin.vestwell.com.
2. Navigate to the “Team” or “Admin” section in the left menu.
3. Click Invite Administrator or Add Team Member.
4. Enter the new administrator’s name and email address.
5. Click Send Invite.

The invitee will receive an email prompting them to create their own Vestwell login credentials and accept access to your plan.

How to Remove a Team Member

If a team member leaves your organization or no longer needs access, you can remove them from the portal:

1. Log in to your employer portal.
2. Navigate to the “Team” or “Admin” section.
3. Find the administrator you want to remove and click Remove or Revoke Access.

Note: Remove portal access promptly when a team member leaves your organization to protect the security of your plan.