Our applications
If your Wipfli team has requested that you use any of the following applications, you can conveniently find the sign-in link here. If you currently lack access to any of the applications and believe you should have access, please reach out to your relationship executive.
Wipfli 401(k) portal
Sponsors and participants requiring access to the Wipfli Save to Retire website for plans managed by Wipfli Benefit Plan Services can log in to view retirement information. If you need assistance with this application, please call Wipfli Benefit Plan Services at 888 333 6315 or send an email to psateam@savetoretire.com.
Wipfli Hub
Wipfli Hub is our firm’s cutting-edge client portal, designed to empower you with seamless access to essential services. As we are doing a phased introduction of Wipfli Hub to our clients while we incorporate additional features, your dedicated Wipfli relationship executive will proactively reach out at the right time to guide you through the transition process.
If you have a registered Wipfli Hub account, please sign in here.
Wipfli ShareFile
ShareFile can be used to securely upload and retrieve documents from Wipfli, 24 hours a day, seven days a week. (Learn how to activate and use ShareFile in our Basic client guide.)
