Once you have completed your Onboarding Task Tracker Advisor steps, your client will receive an onboarding email invitation to begin their onboarding process. You will then be able to view the plan's task tracker and keep an eye on their onboarding progress.
How Do I View A Plans Onboarding Status?
- Login to your Vestwell Advisor portal
- Select the Onboarding tab
View the list of your Onboarding plans as well as the task tracker onboarding status
How Do I Access The Task Tracker?
You will have temporary access to the employer's task tracker page that will allow you to help complete the plan's task tracker, this is for plans with the 'In Progress' or 'Not Started' status.
- From the Onboarding Plans list select the 'View' button on the plan you'd like to review
- You can then hit 'Start Onboarding' or 'Continue Onboarding'
To return to your Advisor portal simply click on the persona 'Switch Accounts' icon on the top right-hand corner and select your Advisor page.
Task Tracker 'In Progress' status
When the status of a listed plan shows as 'In Progress', this means the plan is:
- Pending Onboarding Questionnaire
- Pending Employee Census
- Pending Plan Documents
Will I Have Access To The Employers Portal Indefinitely?
After the onboarding task tracker is completed, the role will be removed from your profile and you will no longer have access to the employer’s portal.