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Manage your Fidelity workplace accounts, anytime, anywhere.
By Mei-Lin Chua
Contributing editor, apps and storefronts
NetBenefits - Fidelity at Work is Fidelity Investments' app for people whose employer provides benefits through Fidelity. It brings retirement accounts, HSAs, health insurance and stock plans into one place on a phone.
The listing says the app is available to individuals who have one or more workplace benefits provided by Fidelity Investments. People who want to manage accounts outside those benefits are pointed to the separate Fidelity Investments app.
Balances and investments can be viewed for a 401(k) held at Fidelity, a 403(b) and other retirement accounts. Performance is shown alongside them, and the app tracks progress toward retirement savings goals.
Articles, tools and videos on financial wellbeing are included, according to the listing.
HSA expenses and investments can be managed from the app. Health plan details can be looked up, including covered family members, provider phone numbers and group numbers.
Health insurance enrollment is done in the app during annual enrollment.
Contributions and investments can be changed across eligible 401(k), 403(b) and HSA accounts. Money can be moved between them, or a loan can be taken.
Reminders about important account actions arrive as notifications, which the listing describes as personalized and timely.
Documents and rollover checks can be sent by photographing them with the phone's camera. The listing presents this as a way to submit paperwork without a separate scanner.
The app advertises advanced security features, including customer verification and biometric sign-in.
The build we hold is NetBenefits - Fidelity at Work 4.35.2 (APKS split bundle) for Android 12 and up.
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