Connect with us
Wipfli Hub
Log in to our new client portal to access account information, see your dashboard, share files, pay invoices or contact your support team.
LOG INIf you need assistance, please call the Wipfli Service Center at 877 698 5718. Note that as we roll out Wipfli Hub to our clients and continue adding new functionality, your relationship executive will be in touch with you to transition you to the system.
Wipfli ShareFile
This portal will enable you to securely upload and retrieve documents from Wipfli, 24 hours a day, seven days a week. It’s more secure than email since all communication between the portal and your computer is encrypted.
LOG INQuestions? Directions are available in our Basic Client Guide, or contact your relationship executive.
Wipfli 401(k) portal
Sponsors and participants requiring access to the Wipfli Save to Retire website can view retirement information in our portal here:
LOG INThis portal provides access to plans managed by Wipfli Benefit Plan Services.
For assistance, please call Wipfli Benefit Plan Services at 888 333 6315 or send an email to psateam@savetoretire.com.
