This plan comes equipped with an interactive web portal, which provides you 24/7 access to your account balance and activity. Additionally, your online account is where you will be implementing virtually all of the actions we cover in this course.
Although the majority of plan administrators provide written directions on account creation for new participants, your financial advisor is also capable of walking you through the process if you encounter difficulty.
To start the registration process, go to https://connect.vestwell.com/register. Employees can access this page through their browser or click the ‘Register Now’ button at the bottom of the “Register for Your Retirement Plan!” email.
The registration process starts by searching for your personal retirement account. This is accomplished by entering your social security number, date of birth, and last name. If the information provided doesn’t match an unregistered account, you will be provided with that feedback. Otherwise, you will progress to the next step when your unregistered account is found.
The next step in the registration process is to verify your identity. We ask some basic security questions before providing access to the account to protect your personal information and account. The first question asks you to verify the company sponsoring the retirement plan you are registering for. The second question asks you to verify an address you have lived at in the past.
If you can not correctly answer these questions, you must contact a Vestwell admin or your sponsoring company to complete the registration process.
After verifying your identity, you are ready to provide contact information and a username for the platform. Your username is the ‘personal email’ you provide in this step.
A password is required to log in to your retirement account. You will be asked to enter the password twice to avoid typos. Be sure to select a secure password that is difficult for others to guess but easy for you to remember.
The final step is to agree to the platform’s terms and conditions. Once agreed to, you will be redirected to your retirement account!