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My Profile Section

  • Updated

Your Vestwell Saver Portal - My Profile Section

The My Profile Section hosts :

  • Savers Profile
  • Notification Preferences 
  • Security Options

It can be accessed by clicking on the My_Profile_Section_Icon.png icon on the left hand side of your Saver Portal. 

Once in the section, you can toggle thru the different subsections and you can click on the hamburger.png icon to hide the subsections. 

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Profile 

The 'Personal Information’' subsection holds the savers name, date of birth, address, marital status, personal email, and phone number. Savers cannot change any of their employment information, however, they can edit some of their personal information and specific fields depending on their current employment status with their company. 

The following fields can always be edited by savers regardless of their employment status:

  • Personal email address
  • Personal mobile number
  • Marital status

Employee Status 

  • Employed savers can edit the following fields:
    • Personal email address 
    • Personal mobile number
    • Marital status

Note: For any Name changes or SSN changes savers would need to contact their employers. 

  • Terminated savers can edit the following fields:
    • Address lines 1 and 2
    • City, State, and Zip code
    • Personal email address
    • Personal mobile number
    • Marital status

Note: For any Name changes, SSN, or Date of birth, savers would need to reach out to help@vestwell.com 

Please Note: If any changes are made to Personal Information data, no withdrawals or loans can be processed for up to 7 calendar days due to data verification.

Notification Preferences

In the 'Notification Preferences' subsection, you can choose to change your notification settings from the defaulted email option to regular mail. Simply select the desired method and 'Save' to complete. 

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Security

Finally, the 'Security' subsection allows you to reset your password or enable 2- factor authentication for an added security measure when logging in. Please click on the blue hyperlinks to learn more about these two topics. 

We hope this information is helpful, if you have any questions, please contact us at help@vestwell.com

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