Note: Vestwell’s onboarding process has been updated as of 6/17. We are currently refreshing the below instructions and materials to reflect the update. We thank you for your patience!
We realize that you may have many plans and, at Vestwell, we hope you will find navigating our advisor portal easy. This article is a guide to assist you in finding information on your plans.
- Log in to your portal at https://signin.vestwell.com/.
- If you have not registered, please look for an email from us inviting you to register.
- If you have not received the invitation, please reach out to your Vestwell representative.
- Be sure to follow the password requirements when creating your password.
After logging in, you will land on your "Plans" homepage, which will look something like this:
On the left side of the page, you will see the following options:
- Plans (homepage): This is the tab for the Vestwell homepage.
- Onboarding: Onboard new plans.
- My Firm: Find your company information.
- Reports: Run reports for all plans or individual plans.
On the right side of your "Plans" page, your plans' summary will show:
- Market Value of Plans
- Number of Plans
- Participants with Balances
- Number of Eligible Participants
- Participation Rate
The question mark icon (?) surfaces our Help Center chatbot, which can help answer any questions you may have, as well as a link to our Help Center.
In the center of the "Plans" page, all your plans will have an individual tile or card, and you may click on each plan to see more detailed information. Please see our article, Plan Section Overview, for more detailed information on the functionality of the "Plans" tab.
Onboarding Tab
When you select the Onboarding tab, you can view plans that are onboarding, as well as status updates on various onboarding activities.
My Firm Tab
By choosing the My Firm tab you will see your company's information. For security purposes, you will not be able to edit the information under this tab. If you need to make changes to the information on this page please reach out to clientsuccess@vestwell.com.
Note: Vestwell strongly encourages you to set up a Two-Factor Authentication by clicking on Security Settings. Please see our article on How to Set Up Two-Factor Authentication. Plan employers and employees are also encouraged to set up Two-Factor Authentication on their accounts. Participant instructions may be found here.
Reports Tab
From the Reports tab, you can run reports for all plans or individual plans.
Reports that can be viewed for all plans are:
- Plan Metrics
- Employee Report
- Investment Program Overview
Individual plans will be listed by company name and plan status. You will be able to run the following reports:
- Plan Details
- Investment Model Overview
- Investment Model Details
- Assets By Fund
- Employee Details
- Employee Investment Performance
- Employee-Specific Reports (allows you to view the employee list and download Excel reports for individual employees within each plan)
We hope you found this article to be helpful. If you need further assistance, please reach out to clientsuccess@vestwell.com.