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Vestwell
Advisor Support
Advisor Support
A help center for advisors to access Vestwell materials for use with their clients and participants.
Getting Started
Advisor Help Center Walkthrough Video
What You Need To Know To Offer Plans Through Vestwell
Division of Responsibilities (For Advisors)
Your Advisor Portal
Navigating Your Advisor Portal
How Do I And FAQs
How To Set Up 2-Step Verification
How Do I Request A Fund Lineup Change?
Advisors' Role As An Investment Fiduciary
Payroll And Integrations
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)
Year End Testing
Annual Testing Process Overview (For Advisors)
Materials
Plan Sponsor Materials
Employee Educational Materials
