Payment Setup

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 fourth section of the Task Tracker is the Payment Setup section. Here you will inform us of the banking information that will be used to fund your contributions. 

The Payment Section Video Walkthrough

Contribution Funding

Add the bank account or bank accounts from which employees are paid. You can enter your bank name, account number, and routing number or you can also enter your online banking login credentials here to connect your account. 

If you have more than one pay group, you may assign the same bank account or add another.


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