Vestwell
A Modern Savings Platform
Free · Designed for iPad
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.
- UI updates
The developer, Vestwell Holdings Inc., indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .
Data Linked to You
The following data may be collected and linked to your identity:
- Financial Info
- Contact Info
- User Content
- Usage Data
Data Not Linked to You
The following data may be collected but it is not linked to your identity:
- Diagnostics
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- Vestwell Holdings Inc.
- Size
- 207.8 MB
- Category
- Finance
- Compatibility
Requires iOS 14.0 or later.
- iPhone
Requires iOS 14.0 or later. - iPad
Requires iPadOS 14.0 or later. - iPod touch
Requires iOS 14.0 or later. - Mac
Requires macOS 11.0 or later and a Mac with Apple M1 chip or later. - Apple Vision
Requires visionOS 1.0 or later.
- Languages
- English
- Age Rating
4+
- 4+
- Copyright
- © Vestwell Holdings Inc