VestMatch continues to make enhancements to the site so that you can more easily reach your financial goals. Here are a few updates:
* You can now link an account where you save for your goal to your VestMatch plan. This makes it easy to keep everyone updated on how close you are to reaching your goal. We pull data from your financial service company each night. Link your plan either from Create New Plan or Edit Plan links.
* If you don’t have an account where you save for your goal, you can open one right here right now with a leading firm, and then link that account to your VestMatch plan. Open an account either from Create New Plan or Edit Plan links.
* If you don’t wish to link your account, you can manually update your plan with contribution information. For un-linked accounts, see Contribution Activity link on the Plan Info page.
* We’ve added a Forums section so that you can pose questions to or answer questions from other users and VestMatch. You will find this in the Community section.
* We’ve added an FAQ to address the most common questions. You will find this in the Community section, or at the bottom of every page there is an FAQ link.
* We’ve also added a video on how to create a plan on the VestMatch home page as well as on YouTube. If you want to check YouTube.com, just search on VestMatch and you’ll see all our videos. We’ve also linked to the video on an earlier blog posting.
Next developments for VestMatch include, for plans with linked accounts, bringing in account history and positions — which will be editable by the plan champion — so that the VestMatch plan can accurately reflect contribution history and asset allocations. For plans without linked accounts, we will provide a place for the plan champion to input asset allocation and total asset value information.
We hope that you enjoy VestMatch. Be sure to tell others!
