Vestwell 2.5.0

Vestwell aims to facilitate more accessible and intuitive savings solutions for a diverse range of users, including businesses, advisors, individuals, and state governments. Their platform is designed to support savers in building a financial future tailored to their needs.

The Vestwell platform adapts to users' financial journeys, offering comprehensive solutions that encompass retirement, education, disability, and emergency savings. With over one million individuals relying on Vestwell for their financial milestones, the service demonstrates a commitment to effective saving strategies.

Build Your Financial Future

Vestwell's platform streamlines the savings process, enabling users to monitor their progress towards both short-term and long-term financial goals in an organized manner.

Take Control Of Your Savings

The Vestwell mobile app provides full functionality equivalent to the web portal, facilitating seamless management of savings on-the-go.

• Maximize Your Savings
  • Track savings goals, including any employer match
  • Adjust your savings amount
  • Select or modify your investment strategy
  • Easily roll over funds to consolidate accounts
• Manage Your Account(s)
  • Designate beneficiaries
  • Update contact information
  • Download statements and documents
• Access Your Funds
  • Initiate withdrawals or loans
  • Identify available distribution options for your plan
• Get Support
  • Explore financial education resources
  • Engage with a Vestwell service representative via chat

Access Robust Service

Users can expect personalized service through multiple channels including phone, email, and live chat. Furthermore, the comprehensive help center contains over 375 articles and videos for additional support.

Experience Modern Technology

The user-friendly interface enhances navigation within the savings portal, allowing for quick sign-up and easy adjustments of savings preferences.

Have Peace Of Mind

Security is a foundational aspect of the Vestwell platform, with stringent measures in place to protect user data according to industry standards.

The Vestwell mobile app exemplifies a modern approach to saving—designed to empower users in building their financial confidence.

Vestwell and its logo are registered trademarks of Vestwell Holdings Inc.