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  1. Vestwell
  2. 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)
  • Vestwell Client Investments Policies

Your Advisor Portal

  • Navigating Your Advisor Portal
  • Help Center Pop-Up Window For 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? (For Advisors)
  • How To Unlock My Advisor Account?
  • Logging In To My Advisors Portal With Two -Factor Authentication
  • Two-Factor Authentication On Your Advisor Portal
See all 10 articles

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)

Year End Testing

  • Annual Testing Process Overview (For Advisors)

Materials

  • Changing Advisors
  • Plan Sponsor Materials
  • Employee Educational Materials