(App) NetBenefits
Conveniently manage your workplace benefits from Fidelity—from sending us documents to accessing your retirement savings, stock options, health insurance, HSA and more.
Easily view retirement savings and other benefits
Account balances, investments, recent contributions, and account performance
Manage your HSA expenses and investments
Monitor other accounts, including 529 plans and brokerage accounts
Quickly find health insurance information, such as who’s covered under your plan, provider phone numbers, and your group number
Access recent payroll statements
App Features :
Personalize planning
See how much you may need in retirement and get your Fidelity Retirement ScoreSM
Financial Wellness next steps so you can confidently plan and take action
Take control of your total well being
Change your contribution rate and investments across 401K, 403B and/or HSA accounts
Send us documents and rollover checks using your camera
Exercise options and accept grants in your stock plans
Enroll in your health insurance during annual enrollment
Build confidence through educational materials and tools
Access articles, videos, podcasts, and interactive tools to make informed financial decisions
Stay informed
Get important reminders about timely actions to take within your account
Feel safe and secure
We take your account security seriously and are always researching new ways to protect you. We use a combination of advanced measures such as customer verification and biometrics to help ensure every visit is safe.
Share feedback
We want to hear from you. Love our app? Let us know. Can’t find something? Tell us what you’re looking for.
Additional information
The NetBenefits® smartphone app is available to individuals who have one or more workplace benefits provided by Fidelity Investments.
NetBenefits and the NetBenefits design logo are registered service marks of FMR LLC. The images below are for illustrative purposes only.
Additional Information :
- Size 68.9 MB
- Requires iOS 13.0 or later.
User Reviews :
I love this app
I love the app. It is very easy to use and when you go through a withdrawal process was completed, reviewed, and submitted within one day! ALSO, I got my withdrawal money/ loan ASAP! The very next day the money was deposited into my account. They understand things happen and they work very fast to get you your money. To fix your situation. So when you have an emergency come up and need to withdrawal money out. They are the best at getting it to you within two days at the most! Iv never had to wait longer. I love that! Not stressfull at all.
I love the app
Love the app! Thank you for bringing back “how do I compare”. It motivates me to close the gap. I have never had trouble with the website and have always been able to log in (never had like an issue like another reviewer had said, perhaps they had an issue with their own computer?). Having the app version keeps my focus on my retirement savings goal. I rarely sit at a desk top and can access almost everything I need to do within app. Love having this information all at my fingertips.
Great app just needs a tweak or two!
The app works great, I’ve never had any issues with the operation that wasn’t explained by a popup message. I do think it could be a bit more intuitive when taking certain actions like submitting documents. Users complete the required steps to process certain items, then download, print, and sign paperwork. When returning to the app the trackers don’t offer an option or guide the user as to how to upload documents using the app. This forces the user to fumble around the app trying to figure how to upload via the app. Otherwise, it would be 5 stars.
Useful but far from perfect
Despite its utility there is still lots of room for improvement, e.g. the curve on the main page shows time points but there doesn’t seem to be a way to show values for these points.
If you want to select beneficiaries besides your spouse you are asked to submit a consent form, but there is no indication where to get the form (why not include a link to the form or just include the actual form in the app for download/forwarding?). Also, once you filled in all the data for your beneficiaries and you don’t have the consent form, there seems to be no way to save that data and it’s lost — aaahhh, seriously???
Not as bad as others have said
Most of the reviews are negative for this app, but I actually think its more user friendly than the website. The thing that’s most important to me is being able to change my contribution amount, and it’s the first thing I see when opening the app. I’ll spend close to 15-20 minutes just trying to find where to do that from the full site, if I can even find it at all. This app has what I need, so I’ll be keeping it.
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