Vestwell
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| Rating | |||
|---|---|---|---|
| United States | 100%136 | 4.28 | |
| Canada | <1%0 | — |
Description
Vestwell is on a mission to help savers build the financial future they deserve. Businesses, advisors, individuals, and state governments alike trust our solutions to make saving more accessible and intuitive for all.
Wherever you may be in your savings journey, Vestwell grows with you. Our platform is a versatile, one-stop solution for all of your financial needs, including retirement, education, disability and emergency savings solutions. Join more than one million savers who trust Vestwell to save for life’s milestones.
Build Your Financial Future
Simplify your savings journey and easily track your progress toward your long-term and short-term financial goals—all on one intuitive platform.
Take Control Of Your Savings
Our mobile app offers the full functionality of our web portal, allowing you to manage your savings seamlessly from your phone.
Maximize Your Savings
Track savings goals, including any employer match
Change your savings amount
Select or change your investment strategy
Roll over funds to easily consolidate savings accounts
Manage Your Account(s)
Designate beneficiaries
Update your contact information
Download statements and documents
Access Your Funds
Initiate withdrawals or loans
Find the distribution options available to your plan
Get Support
Explore financial education resources
Chat with a Vestwell service representative
Access Robust Service
Access personalized service through phone, email, and live chat—you can get the help you need when you need it. Plus, explore our comprehensive help center with 375+ how-to articles and videos.
Experience Modern Technology
Take advantage of our streamlined user experience, which makes navigating your savings portal a breeze. Sign up in 3 minutes or less, and set or adjust your savings with just a few clicks.
Have Peace Of Mind
Our platform was designed with security in mind. We safeguard your data consistent with industry best practices.
See how you can save with the Vestwell mobile app, designed to help you build your savings confidently.
Vestwell and its logo are registered trademarks of Vestwell Holdings Inc.