In order to make VestMatch more useful than ever, Plan Champions and Partners can make use of the Account History feature. Every day, we will download to the Plan Champion any new activity in the account (deposits, withdrawals, transactions, etc.). Note that if the financial account is already set up prior to the VestMatch plan, the first download will be for all activity available from the financial provider, be it 30 days, 60 days or 90 days.
The Plan Champion can assign contributions or any other transactions to himself/herself or to a Plan Partner, and elect to display items for the Plan Partners. The Plan Partners will then be able to see an updated contributions chart as well as a table with all the important transactions provided. Using Account History gives all participants the transparency to see contributions and other critical transactions, which can allow Plan Partners to take additional steps.
The Account History data is available for plans linked to a financial account. The link to Account History can be found on the left navigation bar of the Plan Info page.
