Changes to VestMatch Services

We continue to get smarter by listening to our customers.  One of the things that has become clear is that, at least for now, VestMatch users are not interested in “linking” their financial accounts to VestMatch plans.  Therefore, as of 08/31/2010 plans will no longer be able to link to a financial account, and plans currently linked to a financial account will no longer bring in new information from the financial institution after 08/31/2010.  After looking at the usage of this service, we are confident that this will have minimal impact.  Users of VestMatch will continue to be able to set up a plan, set a goal, invite others, and track contributions through our manual update process.

For corporate customers who use VestMatch services as part of our private-label offering, linking accounts to plans remains available.

If you have any questions or concerns, don’t hesitate to contact Matt at matt@vestmatch.com.  Thanks.

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