Company Information

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!

The first section of the Task Tracker is the Company Information section. Here you will share information regarding your company, its ownership, its physical location, and formation. 

Company Info Section Video Walkthrough

Company Name

Enter your company's information including your company entity’s legal name and the name you are doing business as, if applicable.

686omg.gif

Click Save and Continue to move on to the next tab

Basic Information 

In this section fill out the details about your company's EIN or employer identification number, the businesses' physical address and the business phone number.

686ynl.gif

Click Save and Continue to move on to the next tab

Formation information

Fill out the information regarding Company Entity Type. From the drop down menu select the state of registration and the fiscal year end, which is the last day or your business’s one-year or 12 month accounting period.

686zly.gif

Click Save and Continue to move on to the next tab

Company Ownership

In this section you will need to disclose whether or not your company is part of a controlled group. A controlled group implies that your business or owners own any other companies that have employees. Find more detailed information on controlled groups in our resource document or contact help@vestwell to discuss further.

Note: Businesses with common ownership could potentially impact your plan. But don’t worry, our representative will reach out to you about the next steps.

Company_Ownership.png

Click Save and Continue to move on to the next section, 'Administration'.