NetBenefits - Fidelity at Work

Editor's Review

The NetBenefits® app by Fidelity is your go-to solution for effortlessly managing your workplace benefits! 💼 Whether you're tracking retirement savings, handling stock options, or navigating health insurance, this app puts everything at your fingertips. 📱

Key Features:

• Comprehensive Account Management: Easily view account balances, investments, and recent contributions. Keep an eye on your retirement savings, HSA, 529 plans, and brokerage accounts all in one place. 💰
• HSA Management: Manage your Health Savings Account expenses and investments with ease. 🏥
• Health Insurance Information: Quickly find essential health insurance details like coverage, provider phone numbers, and your group number. 🚑
• Payroll Statements: Access your recent payroll statements directly through the app. 🧾
• Personalized Planning: Use the Fidelity Retirement Score^SM to see how much you may need in retirement and get personalized financial wellness tips. 🎯
• Contribution Control: Change your contribution rates and investments across 401K, 403B, and HSA accounts. 📊
• Document Management: Send documents and rollover checks using your phone's camera. 📸
• Stock Plan Management: Exercise options and accept grants in your stock plans effortlessly. 📈
• Enrollment: Enroll in your health insurance during annual enrollment periods. ✅
• Educational Resources: Access articles, videos, podcasts, and interactive tools to make informed financial decisions. 📚
• Timely Reminders: Stay informed with important reminders about actions to take within your account. 🔔
• Security: Feel safe with advanced security measures like customer verification and biometrics. 🔒

The app requires Android 10.0 or later and is available to individuals with workplace benefits provided by Fidelity Investments. If you need help with accounts beyond your workplace savings, check out the Fidelity Investments app. 👍

Features

• View retirement savings and account performance

• Manage HSA expenses and investments

• Monitor accounts, including 529 plans

• Find health insurance information quickly

• Access recent payroll statements

• See retirement needs and Fidelity Retirement Score

• Change contribution rate and investments

• Send documents and rollover checks easily

• Exercise options in stock plans

• Enroll in health insurance during enrollment

Pros

• Conveniently manage workplace benefits

• Easily view retirement savings and other benefits

• Personalize planning for financial wellness

• Take control of total well-being

• Build confidence through educational materials

• Stay informed with timely reminders

• Feel safe and secure with advanced measures

Cons

• Available for phones running Android 10.0 or later

• Limited to individuals with workplace benefits provided by Fidelity