For Account Owners/Beneficiaries and Authorized Legal Representatives
It’s official! All IL ABLE accounts have transitioned to the new Able UP account management platform, powered by Vestwell. Account owners and authorized legal representatives (previously called Authorized Individuals) can now retrieve their account on the new Able UP portal.
Follow these steps to access your Able UP account.
How to claim your account:
- Go to the Vestwell Retrieve Account Website
- Enter your email address and select Get Started
- Create a password and select Next
- Choose Retrieving an existing account and select Next
- Enter your information to retrieve the account:
- If you are the Account Owner/Beneficiary and manage your own account, enter your personal information.
- If you are an Authorized Legal Representative (ALR), formerly called an Authorized Individual, enter your personal information to retrieve the account you manage.
- Choose whether to verify your identity by text or phone call.
- Once logged into the account, you may be asked to verify your identity by providing a clear photo of your government-issued ID in the portal, such as:
- Driver’s License
- ID Card
- U.S. Passport
- Residency Permit Card
- Temporary Visa
- Select E-delivery for your communication preferences to save on fees. Then click Next.
Explore Your Able UP Account Dashboard
Now that you’ve accessed your account, you can explore your new dashboard. Check that your information is up to date. You can also order a True Link Visa® Prepaid Card™, review your investment selections, and set up recurring contributions or withdrawals.
You can also add trusted individuals as authorized users. They can help the Account Owner/Beneficiary or Authorized Legal Representative manage the account. Choose the level of access for each user, from viewing account information to making transactions. Learn more about authorized users.
Resources from this article
- Take a look around ableupsavings.com!
- Able UP Conversion Guide
- Able UP Terminology Changes
- Learn more about authorized users.
- Read the program disclosure statement for full program details.
