Fidelity offers a comprehensive workplace benefits management platform where users can conveniently handle various aspects of their benefits, including retirement savings, stock options, health insurance, and HSAs. Users can easily access account balances, investments, contributions, and performance, as well as manage HSA expenses and investments. The platform allows for monitoring of other accounts like 529 plans and brokerage accounts, and provides quick access to health insurance information and recent payroll statements.
Users can personalize their financial planning through tools like the Fidelity Retirement Score SM, which helps estimate retirement needs, and receive guidance on financial wellness next steps. The platform empowers users to take control of their overall well-being by adjusting contribution rates and investments across different accounts, submitting documents and rollover checks via camera, managing stock plans, enrolling in health insurance, and accessing educational materials and tools for making informed financial decisions.
Fidelity emphasizes account security, employing advanced measures like customer verification and biometrics to ensure a safe user experience. The platform also offers important reminders for timely actions within accounts and encourages user feedback to enhance the app's functionality. The NetBenefits® smartphone app is available for Android devices running version 10.0 or later and caters to individuals with workplace benefits from Fidelity Investments, while also directing users to explore additional financial services through the companion Fidelity Investments app.