“View balances, performance, allocation, and more.”
“Send documents & checks using your camera.”
“View health insurance & benefits and messages.”
“Manage your HSA expenses and investments.”
“Suggested next steps so you can confidently plan and take action.”
“Receive notifications & alerts.”
“Stay informed with videos, podcasts, and articles.”
A closer look at the screenshots
A portfolio total and chart tooltip sit on a plain green layout.
A document submission confirmation fills the screen.
A text list presents insurance and benefit categories.
A dark account screen shows a balance trend line.
Action cards cover student debt, saving, and gifting.
The message list includes enrollment and tax reminders.
Content thumbnails use lifestyle photography.
About this app
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. Looking for help with accounts beyond your workplace savings and benefits? Check out our companion Fidelity Investments app to explore more ways to save, invest and trade. NetBenefits and the NetBenefits design logo are registered service marks of FMR LLC. The images below are for illustrative purposes only.
Headlines in this set
7 screenshots · 7 with a headline
“View balances, performance, allocation, and more.”
'View balances, performance, allocation, and more.' lists three types of financial information.
“Send documents & checks using your camera.”
'Send documents & checks using your camera.' names two inputs and the capture method.
“View health insurance & benefits and messages.”
'View health insurance & benefits and messages.' groups several information types under one viewing action.
“Manage your HSA expenses and investments.”
'Manage your HSA expenses and investments.' identifies spending and investing within the named account type.
“Suggested next steps so you can confidently plan and take action.”
'Suggested next steps so you can confidently plan and take action.' connects recommendations to decisions.
“Receive notifications & alerts.”
'Receive notifications & alerts.' directly names the update function.
“Stay informed with videos, podcasts, and articles.”
'Stay informed with videos, podcasts, and articles.' lists three learning formats.
How Finance sets are usually built
Most Finance apps feature-per-slide, with text-top-device-bottom (69% of sets, 80% of screens).