How to Use the Onboarding Task Tracker

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!

After you have signed your Plan Services Agreement you will receive an email from Vestwell prompting you to register your account on our portal.

Once you register and log in to your account, you will be directed to the onboarding task tracker.

The onboarding task tracker is designed to collect the required information we need to set up your plan.

First, you must complete the tasks outlined on the right-hand side of your screen:

  • Company Info
  • Administration
  • Payroll Setup
  • Payment Setup
  • Add Employees

If your company already has a plan in place that you are converting to Vestwell, you will see an additional section under "Add Employees" that says "Documents."

Note: In regards to conversion plans, this section refers to existing plan documents from your current provider including the Adoption Agreement, Summary Plan Description, and the most recent statement outlining participant balances.


Get started by selecting Start Onboarding.

During your onboarding process, you can invite other administrative users, if you choose not to do so during the onboarding process, you can always add more admin team members through your employer portal.