Description

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

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. Please note that the app is currently not available for use with Fidelity-serviced HR/payroll plans.

NetBenefits and the NetBenefits design logo are registered service marks of FMR LLC. The images below are for illustrative purposes only.

What’s New

Version 3.15.0

Thank you for your feedback – we are always listening and trying to improve with every update.
Our latest version includes:
• A new way to view your retirement savings plan over time
• Enhanced navigation and visual updates
• Topic list expanded in Send a document
• Minor bug fixes and improvement

Ratings and Reviews

4.7 out of 5
17.8K Ratings

17.8K Ratings

News man with eyes ,

Great App

This App gives one the ability to look at your employee sponsored 401k and Pension if you have one and make trades. All of this is very intuitive and remarkably simple.
If you need support it is easy to do that as well as you can find what you need in a short amount of time.
Everything is at your fingertips and it seems they keep adding upgrades that make this a powerful tool to track, recognize and become self- sufficient at making your money easy and seamless to understand.
If you have other Fidelity accounts you can look at them here as well.

sozorogami ,

Unacceptable

I’ve been trying to perform a 401k rollover for months. There was so much confusion at my first attempt that my rollover check expired, and I had to have another issued. An associate assured me I could complete the rollover by submitting the check using this app, but the app’s FAQ explicitly contradicts that. I had to call again and get hand-held through the process, which involves going through screen upon screen of web views, and culminates in taking photographs of the check with an unreliable interface that cuts off portions of the screen and does not allow you to zoom, crop or focus. Then you wait to find out if the picture you took was good enough or not. Do not make mistakes, or you’ll have to start from scratch.

It’s 2019. For a major financial institution to have an app this broken without a native experience for its most basic functions is unacceptable and embarrassing.

Viejito Lindo ,

Needs lots of improvement!

Lets begin at the end, the app asks if you’d like to review the app, nope, you can’t. Now, this type of app is available with every bank up and down the U.S. Normally, you’re able to take the picture of the front of your check and the app tells you to get closer or farther, so that you take a decent picture of your check. This app doesn’t. The app should also tell you to flip the check and take a flip side picture of your check. Again, this app doesn’t. In all the other apps, you’re able to review your work and make changes or edit stuff....nope, you’re right, you can’t. Now, what I’m left with is a concern because I have to hold on to a large check and I have no confidence in the functionality of this app. Fellas, you make some pretty good fees, let’s spend some of that money on an app that really works.

App Privacy

The developer, Fidelity Investments, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer's privacy policy.

Data Linked to You

The following data may be collected and linked to your identity:

  • Identifiers
  • Usage Data
  • Diagnostics

Privacy practices may vary, for example, based on the features you use or your age. Learn More

Information

Seller
Fidelity Investments
Size
59.2 MB
Category
Finance
Compatibility

Requires iOS 11.0 and watchOS 4.1 or later. Compatible with iPhone, iPad, and iPod touch.

Languages

English, Catalan, French, German, Italian, Polish, Portuguese, Simplified Chinese, Spanish

Age Rating
4+
Copyright
Price
Free

Supports

  • Family Sharing

    With Family Sharing set up, up to six family members can use this app.

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