Skip to main content

Submit a request

Sign in

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
Help Center Pop-Up Window For Your Advisor Portal

How Do I And FAQs

How To Unlock My Advisor Account?
Logging In To My Advisors Portal With 2-Step Verification
How To Set Up 2-Step Verification On Your Advisor Portal
How Do I Request A Fund Lineup Change?
Advisors' Role As An Investment Fiduciary
Fees (Advisor Intake Form)

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