We realize that you may have many plans, and at J.P. Morgan, we hope you will find navigating our advisor portal easy. This article is a guide to assist you in finding information on your plans.
- Log in to your portal at https://jpmorgan.vestwell.com/.
- If you have not registered, please look for an email from us inviting you to register.
- If you have not received the invitation, please reach out to your J.P. Morgan representative.
- Be sure to follow the password requirements when creating your password.
After logging in, you will land on your "Plans" homepage, which will look something like this:
On the left side of this page you will see the following options:
- Plans (homepage): This is the tab to the J.P. Morgan home page.
- Onboarding: Onboard new plans.
- My Firm: Find your company information.
- Reports: Run reports for all plans or individual plans.
Log out.
On the right side of your 'Plans' page, you will find your plans total summary shows:
- Market Value of plans
- Number of plans
- Participants with balances
- Number of eligible participants
- Participation rate
The question mark icon (?) surfaces our Help Center chatbot, which can help answer any questions you may have, as well as a link to our Help Center.
In the center of the "Plans" page, all of your plans will have an individual tile or card, and you may click on each plan to see more detailed information for each. Please see our article Navigating Plan Information for more detailed information on the functionality of the "Plans" tab.
Onboarding Tab
When you select the "Onboarding" tab, you can view plans that are onboarding, as well as status updates on various onboarding activities.
My Firm Tab
By choosing the "My Firm" tab, you will see your company's information. For security purposes, you will not be able to edit the information under this tab. For security purposes, you will not be able to edit the information under this tab. If you need to make changes to the information on this page please reach out to everyday401k.success@vestwell.com.
Please note that plan employers and employees are also encouraged to set up Two-Factor Authentication on their accounts. Participant instructions may be found here.
Note: J.P. Morgan strongly encourages you to set up a Two-Factor Authentication by clicking on Security Settings. Please see our article on How to Set Up Two-Factor Authentication. Plan employers and employees are also encouraged to set up Two-Factor Authentication on their accounts. Participant instructions may be found here.
Reports Tab
From the "Reports" tab, you can run reports for all plans or individual plans.
Reports that can be viewed for all plans are:
- Plan Metrics
- Employee Report
- Investment Program Overview
Individual plans will be listed by company name and plan status. You will be able to run the following reports:
- Plan Details
- Investment Model Overview
- Investment Model Details
- Assets By Fund
- Employee Details
- Employee Investment Performance
- Employee-Specific Reports - allow you to view the employee list and download excel reports for individual employees within each plan.
We hope you found this article to be helpful. If you need further assistance, please reach out to everyday401k.success@vestwell.com