NetBenefits - Fidelity at Work

Easily view your retirement savings and other benefits with the NetBenefits® smartphone app. This app allows you to easily access and manage your account balances, investments, recent contributions, and account performance. You can also use the app to monitor your HSA expenses and investments, as well as other accounts such as 529 plans and brokerage accounts. With just a few taps, you can quickly find important health insurance information, such as who is covered under your plan, provider phone numbers, and your group number. You can also access recent payroll statements through the app.

One of the key features of the NetBenefits® app is its ability to personalize your planning. You can see how much you may need in retirement and get your Fidelity Retirement Score SM, as well as receive financial wellness next steps to confidently plan and take action. This app also allows you to take control of your total well-being by easily changing your contribution rate and investments across 401K, 403B, and HSA accounts. You can also use your phone's camera to send documents and rollover checks, as well as exercise options and accept grants in your stock plans. Additionally, you can enroll in your health insurance during annual enrollment through the app.

The NetBenefits® app also offers educational materials and tools to help you build confidence in making informed financial decisions. You can access articles, videos, podcasts, and interactive tools to learn more about managing your finances. The app also provides important reminders about timely actions to take within your account, helping you stay informed and on top of your finances.

At Fidelity Investments, your account security is taken seriously. The NetBenefits® app uses advanced measures such as customer verification and biometrics to ensure every visit is safe. The app also allows you to share feedback with the company, whether you love the app or have suggestions for improvement.

The NetBenefits® app is available for phones running Android 10.0 or later and is specifically designed for individuals who have workplace benefits provided by Fidelity Investments. If you are looking for help with accounts beyond your workplace savings and benefits, you can also check out the companion Fidelity Investments app for more ways to save, invest, and trade. Please note that the images used in the app are for illustrative purposes only and system availability and response times may vary.

Overall, the NetBenefits® app is a convenient and secure way to manage your retirement savings and other benefits. With its personalized planning, educational resources, and easy account management features, this app can help you take control of your financial future.