Advisor Support
A help center for advisors to access Vestwell materials for use with their clients and participants.
Getting Started
Your Advisor Portal
How Do I and FAQs
- How To Reset Your Advisor Password
- The Many Benefits of Two-Factor Authentication
- How Do I Contact Support?
- How To Unlock My Advisor Account?
- Logging In to My Advisor Portal With Two-Factor Authentication
- Two-Factor Authentication on Your Advisor Portal
Payroll and Integrations
- How Do I Change My Pay Group With An Enabled Integration?
- Payroll Integrations - Descriptions and Responsibilities (For Advisors)
- Contribution Submissions - An Overview (For Advisors)
- Payroll File Submission Timelines (For Advisors)
- Why Do Payroll Delays Occur and How Can They Be Voided? (For Advisors)