Easily manage your workplace benefits from Fidelity—from sending us documents to accessing your retirement savings, stock options, health insurance, and more.
Account balances, investments, recent contributions, and account performance
Monitor other accounts, including 529 plans and brokerage accounts
Quickly find health insurance information, such as who’s covered under your plan, your provider phone numbers, and your group number
Access recent payroll statements
See how much you may need in retirement and get your Fidelity Retirement Score℠
Financial Wellness next steps so you can confidently plan and take action
Change your contribution rate and investments
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
Manage your HSA expenses and investments
Access articles, videos, podcasts, and interactive tools to make informed financial decisions
Get important reminders about timely actions to take within your account
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.
We want to hear from you. Love our app? Let us know. Can’t find something? Tell us what you’re looking for.
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.
Thank you for your feedback – we are always listening and trying to improve with every update.
Our latest version includes:
• Minor bug fixes and improvements
Ratings and ReviewsSee All
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.
Frustrated and patience is winding down to 0.
So I set up my EFT with my bank so it will be easier to transfer money back and forth. It took half my day finally getting set up. The agent on the phone informed me that it takes 10 business days for bank verification and if I want my money faster it has to be a check that will be expedited with a few of $25 from my own pocket. So I just choose the EFT. As I recall, I saw a bank wire transfer set up. I was wondering why this agent offered it as well if I want my money faster. ACH likes to take it slow for security reasons. Bank Wire transfer is the same day, just provide your bank information and speak to both sides. So I called the agent back I asked the agent why she is he didn't offer it.. it's safe and secure just faster. The agent response was we never offered it. I said how come if it's on the site? If Fidelity doesn't offer it, how come it was on the site. She didn't know. The wire bank transfer will be a lot easier than waiting for 10 business days. I was just angry afterward. I need to pay all my bills and waiting for the money to be direct deposit into my account were long and tedious. When it finally verified I started to set up to pay bills and other stuff. Do your research first and politely speak with an agent who know their policy. That way you know can make an educated decision.
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.
- Fidelity Investments
- 56.2 MB
Requires iOS 11.0 and watchOS 4.1 or later. Compatible with iPhone, iPad, and iPod touch.
English, Catalan, French, German, Italian, Polish, Portuguese, Simplified Chinese, Spanish
- Age Rating
- Fidelity Brokerage Services LLC, Member NYSE, SIPC ©2020 FMR LLC. All rights reserved. 836413.3.27
With Family Sharing set up, up to six family members can use this app.