Maximize Your Retirement Savings with the NetBenefits® App

In today's fast-paced world, managing your retirement savings and benefits has never been easier. The NetBenefits® smartphone app from Fidelity Investments empowers you to take control of your financial future. With a user-friendly interface and a suite of powerful features, you can effortlessly monitor your accounts, make informed decisions, and plan for a secure retirement.

Comprehensive Account Management

With the NetBenefits® app, you can easily view your retirement savings and other benefits. This includes:

• Account Balances: Keep track of your current balances across various accounts.
• Investments: Monitor your investment performance and make adjustments as needed.
• Recent Contributions: Review your latest contributions to ensure you are on track with your savings goals.
• Account Performance: Analyze how your investments are performing over time.

Additionally, the app allows you to manage your Health Savings Account (HSA) expenses and investments, ensuring you have a holistic view of your financial health. You can also monitor other accounts, including 529 plans and brokerage accounts, all in one convenient location.

Access Essential Health Insurance Information

Finding health insurance details is crucial for effective planning. The NetBenefits® app provides quick access to important information, such as:

• Coverage Details: See who is covered under your health plan.
• Provider Information: Easily find provider phone numbers and your group number.
• Payroll Statements: Access recent payroll statements to keep track of your earnings and deductions.

Personalized Retirement Planning

Understanding your retirement needs is vital for effective planning. The app offers tools to help you:

• Calculate Retirement Needs: Estimate how much you may need in retirement.
• Fidelity Retirement Score™: Get a personalized score that reflects your retirement readiness.
• Financial Wellness Next Steps: Receive actionable insights to confidently plan your financial future.

Take Control of Your Financial Well-Being

With the NetBenefits® app, you can take charge of your financial well-being by:

• Adjusting Contribution Rates: Change your contribution rates and investments across your 401(k), 403(b), and HSA accounts.
• Document Submission: Easily send documents and rollover checks using your smartphone camera.
• Stock Plan Management: Exercise options and accept grants in your stock plans.
• Health Insurance Enrollment: Enroll in your health insurance during the annual enrollment period.

Build Confidence with Educational Resources

Knowledge is power when it comes to financial decision-making. The NetBenefits® app provides access to a wealth of educational materials, including:

• Articles: Read informative articles on various financial topics.
• Videos: Watch videos that explain complex financial concepts in simple terms.
• Podcasts: Listen to expert discussions on financial wellness.
• Interactive Tools: Utilize tools that help you make informed financial decisions.

Stay Informed with Timely Reminders

Never miss an important deadline again. The app sends you timely reminders about actions you need to take within your account, ensuring you stay on top of your financial responsibilities.

Prioritize Your Security

Your security is our top priority. The NetBenefits® app employs advanced security measures, including customer verification and biometrics, to ensure that every visit is safe and secure. We are continuously researching new ways to protect your information, giving you peace of mind as you manage your accounts.

Share Your Feedback

Your experience matters to us. If you love our app or have suggestions for improvement, we want to hear from you. Your feedback helps us enhance our services and better meet your needs.

Additional Information

The NetBenefits® smartphone app is available for Android devices running version 10.0 or later. It is designed for 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 ways to save, invest, and trade.

NetBenefits and the NetBenefits design logo are registered service marks of FMR LLC. Please note that system availability and response times may vary.

Fidelity Brokerage Services LLC, Member NYSE, SIPC. © 2024 FMR LLC. All rights reserved. 836410.28.0