NetBenefits - Fidelity at Work

Editor's Review

Take control of your financial well-being with the NetBenefits app from Fidelity! 📱 This app allows you to conveniently manage all your workplace benefits in one place. From sending important documents to accessing your retirement savings, stock options, health insurance, and HSA, NetBenefits has you covered. 🛡️

Easily view your retirement savings, account balances, investments, recent contributions, and overall account performance. You can also manage your HSA expenses and investments, ensuring you’re always on top of your health savings. 💰 Monitor other accounts, including 529 plans and brokerage accounts, all within the same app. Finding health insurance information has never been easier – quickly access who’s covered under your plan, provider phone numbers, and your group number. Plus, you can access recent payroll statements for a complete financial overview. 🧾

Personalize your financial planning with the Fidelity Retirement Score ^SM and see how much you may need in retirement. The app provides Financial Wellness next steps, helping you confidently plan and take action. 💪 Take control of your total well-being by changing your contribution rates and investments across 401K, 403B, and/or HSA accounts. You can even send documents and rollover checks using your phone’s camera, making the process seamless and efficient. 📸

Build your confidence through educational materials and tools, including articles, videos, podcasts, and interactive tools designed to help you make informed financial decisions. 📚 Stay informed with important reminders about timely actions to take within your account, ensuring you never miss a critical update. 🔔 Feel safe and secure with Fidelity’s advanced security measures, including customer verification and biometrics, designed to protect your account. 🔒

Share your feedback directly within the app! Love the app? Let them know! Can’t find something? Tell them what you’re looking for. Your input helps improve the app and make it even better for everyone. 🌟

The NetBenefits app is available for phones running Android 10.0 or later and is specifically designed for individuals with workplace benefits provided by Fidelity Investments. If you’re looking for help with accounts beyond your workplace savings and benefits, check out the companion Fidelity Investments app. 🎉

Features

• View retirement savings and other benefits

• Manage HSA expenses and investments easily

• Access health insurance information quickly

• Personalize planning with retirement score

• Change contribution rates and investments

• Send documents and rollover checks using camera

• Enroll in health insurance during enrollment

• Access articles, videos, and interactive tools

Pros

• Conveniently manage workplace benefits on the go

• Easily monitor and manage HSA expenses and investments

• Personalize retirement planning with helpful tools

• Access educational materials for financial decisions

• Stay informed with timely account reminders

Cons

• Available only for Android 10.0 or later

• Requires existing workplace benefits through Fidelity