Vestwell
Popular
Overview
Vestwell offers low-cost, highly automated retirement plans that make it easy for companies to offer great benefits—and easy for people to invest in their financial future.
Benefits
Publisher
Vestwell
Pricing
Help Center
Eddy help center
Vestwell help center
Eddy + Vestwell
This overview outlines the Vestwell/Eddy integration process.
Integration Overview
To enable the integration, you will need to have admin-level access to Eddy. This integration is only available to companies using Eddy Payroll.
Connect to Vestwell
To connect the Vestwell integration, navigate in Eddy to the Admin settings page and click the Integrations tab. On the Vestwell card, click the Get started button.
Contact Vestwell Sales Team
For new sales inquiries at Vestwell, email sales@vestwell.com or visit their "Book A Call" page.
Integration Type
Via API
Direction of Data Flow
one-way
Sync Schedule
As events occur
Sync frequency
As events occur
How to enable the integration
To connect the Guideline integration, navigate in Eddy to the Admin settings page and click the Integrations tab. On the Vestwell card, click the Get started button.
What data syncs?
| Info In Eddy | Sync Direction | Name of Info In Vestwell | Notes |
|---|---|---|---|
| Payroll info |  Eddy to partner | Payroll info | |
| Company info | Eddy to partner | Company info | |
| Employee info | Eddy to partner | Employee info | |
| Pay rates | Eddy to partner | Earning rates | |
| Company tax setups | Eddy to partner | Company tax setups |
About Vestwell
Vestwell is a modern savings platform that makes it fast and easy for employers to offer flexible, full‑service retirement plans—like 401(k)s and 403(b)s—without heavy administrative lift. They excel at streamlined plan onboarding, compliance‑aware recordkeeping, and payroll‑driven contribution processing, while also supporting a broader ecosystem of workplace savings such as student‑loan repayment, emergency savings, and specialized accounts like ABLE and 529 plans. Their mobile‑first, multilingual participant experience and deep payroll integrations help increase participation and make retirement and other savings benefits accessible to a wider range of employees.
Vestwell
Popular
Overview
Vestwell offers low-cost, highly automated retirement plans that make it easy for companies to offer great benefits—and easy for people to invest in their financial future.
Benefits
Publisher
Vestwell
Pricing
Help Center
Eddy help center
Vestwell help center
Eddy + Vestwell
This overview outlines the Vestwell/Eddy integration process.
Integration Overview
To enable the integration, you will need to have admin-level access to Eddy. This integration is only available to companies using Eddy Payroll.
Connect to Vestwell
To connect the Vestwell integration, navigate in Eddy to the Admin settings page and click the Integrations tab. On the Vestwell card, click the Get started button.
Contact Vestwell Sales Team
For new sales inquiries at Vestwell, email sales@vestwell.com or visit their "Book A Call" page.
Integration Type
Via API
Direction of Data Flow
one-way
Sync Schedule
As events occur
Sync frequency
As events occur
How to enable the integration
To connect the Guideline integration, navigate in Eddy to the Admin settings page and click the Integrations tab. On the Vestwell card, click the Get started button.
What data syncs?
| Info In Eddy | Sync Direction | Name of Info In Vestwell | Notes |
|---|---|---|---|
| Payroll info | Eddy to partner | Payroll info | |
| Company info | Eddy to partner | Company info | |
| Employee info | Eddy to partner | Employee info | |
| Pay rates | Eddy to partner | Earning rates | |
| Company tax setups | Eddy to partner | Company tax setups |
About Vestwell
Vestwell is a modern savings platform that makes it fast and easy for employers to offer flexible, full‑service retirement plans—like 401(k)s and 403(b)s—without heavy administrative lift. They excel at streamlined plan onboarding, compliance‑aware recordkeeping, and payroll‑driven contribution processing, while also supporting a broader ecosystem of workplace savings such as student‑loan repayment, emergency savings, and specialized accounts like ABLE and 529 plans. Their mobile‑first, multilingual participant experience and deep payroll integrations help increase participation and make retirement and other savings benefits accessible to a wider range of employees.
