Vestwell
Finance

Vestwell

Vestwell Holdings Inc. · released 20 Sept 2024 · Open in App Store ↗

Revenue 30d not estimated
Downloads 30d not estimated
Rating 4.28 136 reviews

No in-app products collected for this app.

Rating
United States100%1364.28
Canada<1%0

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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.