How Do I Access My Statement?

Statements are generated quarterly. They are typically posted during the month following the previous quarter's end.

Your statements are available for download in your Vestwell portal under the 'Documents' tab. They can be found in the 'Personal' documents section. You will be able to filter your statements by "Fiscal Year".

We hope this information is helpful. If you would like further assistance, please contact us at help@vestwell.com.