Vestwell

Vestwell Holdings Inc.

About this app

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.

Ratings and reviews

Unfathomablely slow, pages take at least several seconds to load, some taking as long as 30 seconds. Also, UX could use enhancement. eg. other providers (Guideline) show (projected contributions / contribution limit) on the edit contributions page.

App crashes all the time and logs me out. Sometimes I have to restart the app several times cause it gets stuck on the load screen, blank white page. contribution is aways blank or inaccurate. still waiting for you guys to fix the software problem with ADP still not getting my funds that ADP has taken from my paychecks.

Hi Vestwell team, A small but useful feature request: add a projected 401k year-end contribution total to the saver portal, based on the current deferral rate and remaining pay periods. This would help participants stay on track without having to calculate it manually. Thank you!

What’s new

- UI updates