Vestguard

Choose a financial check

A check can surface a likely blind spot, confirm you're already covered, or tell you what information is missing. It won't manufacture a problem.

Not sure where to start?

Which part of your money feels least clear right now?

Or pick a check directly

Could your employer match depend on each paycheck?

Relevant if you contribute to a workplace retirement plan.

Some match formulas are based on contribution timing, not your annual total.

Needs: a recent paystub and your contribution %.

Check my match

Could a stock vest under-withhold your taxes?

Relevant if you receive company stock or have an upcoming vest.

Employer stock withholding can use a flat rate that differs from your eventual tax rate.

Needs: upcoming vest details and approximate income.

Check a vest

Left a retirement account at an old job?

Relevant if you've changed employers.

Old workplace accounts can keep charging fees long after you stop watching them.

Needs: the old plan's balance or a recent statement.

Check an old account

Is your HSA quietly charging fees?

Relevant if you have an HSA.

Some administrators charge monthly maintenance plus a percentage on invested funds.

Needs: your HSA balance and fee schedule.

Check HSA fees

Is your HSA sitting in cash?

Relevant if you have an HSA with a cash balance.

HSA cash can stay uninvested even after your short-term reserve is covered.

Needs: your HSA cash balance.

Check HSA cash