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  1. Vestwell
  2. Advisor Support
  3. How Do I And FAQs

How Do I And FAQs

This section will provide answers to commonly asked questions.

  • How Do I Contact Support? (For Advisors)
  • How To Unlock My Advisor Account?
  • Logging In To My Advisors Portal With 2-Factor Authentication
  • How To Set Up 2-Factor Authentication On Your Advisor Portal
  • How Do I Request A Fund Lineup Change?
  • Advisors' Role As An Investment Fiduciary
  • How Do I Request A Plan Amendment?
  • Fees (Advisor Intake Form)