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Vestwell Integration Request

Vestwell's team will work with you directly for payroll integration onboarding and support

Your steps to get connected

1. Send the integration request email to your recordkeeper contact

Send the following integration request email to Vestwell: clientsuccess@vestwell.com

Email Template  - Copy the template below. Fill in the required information in the [brackets].

To:  clientsuccess@vestwell.com

Subject: Vestwell / [Your Company Name], [Your Vestwell Plan #] / Payroll Provider Inquiry

Dear Vestwell,

We would like to set up 360 integration with Payroll Integrations, Inc.

Please let me know if you have any questions or need additional information.  We can be reached at [PHONE NUMBER] and the best time to call is [PROVIDE AVAILABILITY]

Thank you,



Thank you,
[Your Name]


 

Questions? Vestwell will assist. Reach out to clientsuccess@vestwell.com