Your steps to get connected
Note: Payroll Integrations Inc can only integrate Vestwell with Paychex payroll and ADP payroll at this time
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
