Editor's Review
The NetBenefits® app by Fidelity is your go-to solution for managing workplace benefits with unparalleled convenience. Whether you're tracking retirement savings, handling stock options, or staying on top of health insurance, this app brings everything together in one secure place. 📱
With NetBenefits®, you can easily view your account balances, monitor investments, and check recent contributions, ensuring you're always informed about your financial status. 📊 Manage your Health Savings Account (HSA) expenses and investments, and keep an eye on other accounts such as 529 plans and brokerage accounts, all within a unified interface. 🏦
Health insurance information is readily available, providing details on who’s covered, provider phone numbers, and your group number, saving you time and hassle. 🚑 Accessing recent payroll statements is also a breeze, helping you stay organized with your financial records. 🧾
The app helps you personalize your financial planning with tools like the Fidelity Retirement Score SM, giving you insights into how much you may need in retirement. 🎯 Follow personalized financial wellness steps to confidently plan and take action towards your goals. 💪
Take control of your financial well-being by changing your contribution rates and investments across 401K, 403B, and HSA accounts. 💸 Securely send documents and rollover checks using your device's camera, exercise stock options, and accept grants, all within the app. 📸 Enrolling in health insurance during annual enrollment is also streamlined for your convenience. 📝
Enhance your financial knowledge with a wealth of educational materials, including articles, videos, podcasts, and interactive tools designed to help you make informed decisions. 📚 Stay informed with timely reminders about important actions to take within your account, ensuring you never miss a critical update. 🔔
Security is a top priority, with advanced measures such as customer verification and biometrics to protect your account. 🛡️ Fidelity continuously researches new ways to keep your information safe and secure. 🔒
Fidelity values your feedback. Share your thoughts on the app, report any issues, and suggest improvements to help make NetBenefits® even better! 💬
Features
View retirement savings and other benefits
Manage HSA expenses and investments
Monitor other accounts, including 529 plans
Access recent payroll statements quickly
Personalize planning with Fidelity Retirement Score
Change contribution rates across accounts
Send documents using your camera
Access educational articles and videos
Receive reminders for timely actions
Secure account access with biometrics
Pros
Conveniently manage workplace benefits
Easily view retirement savings and benefits
Personalize planning for financial wellness
Take control of your total well-being
Build confidence through educational materials
Cons
Available for phones running Android 10.0 or later
Limited to individuals with Fidelity workplace benefits