Updating Your Company Information

Updating your company information is very simple. 

Login to your Vestwell portal and select the 'My Company' tab, this will bring you to your Company Info page. From here scroll down and select the 'Edit' button. 


A pop-up box will appear displaying all of the company information that you are able to edit. The first section of the pop-up box will include the company's legal name, phone number, and physical address.

Once you have entered all of the information, the Save button will highlight for you to select in order to save the changes you have made. 

 If you have any questions please reach out to clientsuccess@vestwell.com