Vestwell vs FSG Client Connect

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.

Stay connected to your financial future with the Financial Strategies Group Mobile App. Designed to give clients easy, secure access to their financial information, this app allows you to view your portfolio, track performance, and communicate with your advisor — all from your mobile device. With the Financial Strategies Group Mobile App, you can quickly access account balances, asset allocations, and performance updates in a simple, easy-to-use platform. Whether you are planning for retirement, managing investments, or monitoring your financial progress, the app keeps everything in one secure and convenient place. Key Features - View portfolio values and account balances in real time - Monitor investment performance and asset allocation - Access financial reports and account details - Secure login and data protection - Stay connected with your Financial Strategies Group advisor - Convenient mobile access anytime, anywhere The Financial Strategies Group Mobile App helps you stay informed, organized, and confident in your financial plan by putting your financial information right at your fingertips.