NetBenefits 4.14.1

Fidelity Investments – Freeware – iOS
out of 24253 votes

NetBenefits: A Comprehensive Retirement Planning Tool

Pete Milner

04/02/2025

NetBenefits by Fidelity Investments offers users an intuitive interface for managing retirement accounts and optimizing their investments, but its complex features may overwhelm some newcomers.

Conveniently manage your workplace benefits with Fidelity's comprehensive platform. From accessing retirement savings, stock options, health insurance, HSA, and more, our user-friendly interface puts you in control.

Easily view retirement savings and other benefits.
Check your account balances, investments, recent contributions, and account performance.
Effortlessly manage your HSA expenses and investments.
Monitor multiple accounts, including 529 plans and brokerage accounts.
Quickly find health insurance information, such as coverage details, provider contact numbers, and group number.
Access recent payroll statements.

Personalize your financial planning experience with our intuitive tools:

See how much you may need in retirement and get your Fidelity Retirement ScoreSM.
Receive guidance on financial wellness next steps for confident planning and action-taking.

Take control of your total well-being with the following features:

Change your contribution rate and investments across 401K, 403B, and/or HSA accounts.
Easily submit documents and rollover checks using your camera.
Exercise options and accept grants in your stock plans.
Enroll in health insurance during the annual enrollment period.

Build confidence through our educational materials and tools:

Access articles, videos, podcasts, and interactive tools to make informed financial decisions.

Stay informed with important reminders about timely actions to take within your account.

Your safety and security are our top priorities:

We employ advanced security measures including customer verification and biometrics to ensure a safe user experience.

We value your feedback:

We welcome your thoughts and opinions. Let us know if you love our app or if you have any suggestions for improvement.

Additional information:

The NetBenefits® smartphone app is available to individuals who have one or more workplace benefits provided by Fidelity Investments.
If you need assistance with accounts beyond your workplace savings and benefits, check out our companion Fidelity Investments app for more saving, investing, and trading options.

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

Overview

NetBenefits is a Freeware software in the category Business developed by Fidelity Investments.

The latest version of NetBenefits is 4.14.1, released on 07/03/2024. It was initially added to our database on 09/15/2023.

NetBenefits runs on the following operating systems: iOS.

Users of NetBenefits gave it a rating of 5 out of 5 stars.

Pros

User-friendly interface for seamless navigation
Comprehensive tools for managing retirement accounts
Access to a wide range of investment options
Detailed performance tracking and reporting features
Integration with other Fidelity services
Strong security measures to protect user data
Access to educational resources and retirement planning tools

Cons

Limited to Fidelity users, lack of broader investment tools
Can be overwhelming for beginners due to extensive features
Customer support may have long wait times during peak hours
Some users report occasional technical glitches or bugs
Mobile app functionalities are not as robust as the desktop version
Fees associated with certain transactions or account maintenance may apply

FAQ

What is NetBenefits?

NetBenefits is an online platform provided by Fidelity Investments that allows employees to manage their retirement savings, stock options, health benefits, and other workplace benefits.

How do I access my NetBenefits account?

You can access your NetBenefits account by visiting the NetBenefits website and entering your user ID and password. If you don’t have an account, you can create one by clicking on the 'Register' link.

What types of accounts can I manage through NetBenefits?

Through NetBenefits, you can manage various types of accounts including 401(k) plans, IRAs, health savings accounts (HSAs), stock plans, and employee stock purchase plans (ESPPs).

Is there a mobile app for NetBenefits?

Yes, Fidelity offers a mobile app for NetBenefits that allows you to access your accounts and manage your benefits conveniently from your smartphone or tablet.

What resources are available on NetBenefits to help me with my retirement planning?

NetBenefits offers a variety of resources including retirement calculators, personalized planning tools, educational articles, and videos to help users make informed decisions about their retirement.

Can I change my contribution rates through NetBenefits?

Yes, you can modify your contribution rates for your savings plans directly through the NetBenefits platform.

What should I do if I forget my password?

If you forget your password, you can click on the 'Forgot Password?' link on the login page to reset it. You will need to provide your user ID and follow the prompts.

How can I view my investment performance on NetBenefits?

Once logged into your account, you can view investment performance by navigating to the 'Investments' section where you can see your account balance and performance over time.

Is there customer support if I have questions about using NetBenefits?

Yes, Fidelity provides customer support for NetBenefits users. You can contact them via phone or live chat through the website for assistance.

Can I roll over other retirement accounts into my 401(k) using NetBenefits?

Yes, you may be able to roll over funds from other retirement accounts into your 401(k) plan using the tools provided on the NetBenefits platform. Check with your employer's plan details for specific requirements.

Pete Milner

I'm Pete, a software reviewer at UpdateStar with a passion for the ever-evolving world of technology. My background in engineering gives me a unique insight into the intricacies of software, allowing me to provide in-depth, knowledgeable reviews and analyses. Whether it's the newest software releases, tech innovations, or the latest trends, I'm here to break it all down for you. I work from UpdateStar’s Berlin main office.

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