Vestwell

Vestwell icon

Vestwell

Vestwell Holdings Inc.

4.4

107 ratings

Free

With this financial management app, you can track savings goals, manage accounts, and access funds easily. Includes savings goal tools, account management features, support options, and educational resources.

AppRecs review analysis

AppRecs rating 4.3. Trustworthiness 84 out of 100. Review manipulation risk 25 out of 100. Based on a review sample analyzed.

★★★★

4.3

AppRecs Rating

Ratings breakdown

5 star

82%

4 star

2%

3 star

0%

2 star

2%

1 star

14%

What to know

Low review manipulation risk

25% review manipulation risk

Credible reviews

84% trustworthiness score from analyzed reviews

High user satisfaction

84% of sampled ratings are 4+ stars (4.4★ average)

About Vestwell

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.

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Reviews for Vestwell

1b2z3c4j5k

Sign in, Sign in, Sign in, and Repeat

This is one of the worst performing apps I’ve ever come across. Impossible to get past the Sign In screen. Just freezes. And throws you back to Welcome Screen. I can’t believe JP Morgan Chase partners with this company.

ftdrowssap

Annoying

For the past few months, every time I open the app and log in with biometrics the app will read them, start loading, then reset at the very initial screen and ask for biometrics again. This occurs consistently three times before the long loading process actually starts! On the latest iOS 17 on iPhone. Hoping the developers can address this bug. Otherwise, the app has been satisfactory for managing my Roth 401(k) plan.

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