Netbenefits Fidelity

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Fidelity Investment is one of multinational financial companies in United States. This company is best for active traders, premium research, retirement investors, low fees and mutual funds which is no transaction fee. For a stock trade, this company just charges $4.95 and it is categorized as cheap price if we compare among other online brokers, especially for the level of service the company provides. In Fidelity, there is Netbenefits Fidelity.

There are several things that you can do in Netbenefits Fidelity.

  • You are able to register the Employees Savings Investment Plan (ESIP).
  • You are able to view your account balance and quarterly statements.
  • You are able to review or change your contribution percentage and investment elections.
  • You are able to use retirement and savings tools of Fidelity.
  • You are able to request a loan or withdrawal from your ESIP.

Today, the users of Fidelity who own retirement plans in Fidelity Investment have a right to access their account information on their mobile device via Netbenefits application. The application is available to 15.8 million workplace participants of Fidelity as a part of the overall participant experience of the company, Plan for Life. A summary view of all Fidelity-services accounts including workplace savings, personal investment and health insurance, personal investing accounts held with Fidelity such as health savings accounts, 529 college savings plans, retirement and non-retirement brokerage accounts are offered by this application. The users can also check their balance, see personal rate of return, and track investment.

In addition, the users will have the ability to see plan summaries and vesting balance of their stock plan services accounts and get a thorough assessments of their medical, vision and dental health and insurance plans. Although this application can give you a chance to view a variety of accounts an information, but it only provides certain transactional capabilities. According to Charles Berman, SVP of digital platforms for Fidelity Investment, the employees now can make transactions for their Stock Plan by using this app. Live help is also available through this app by tapping the screen to call their plan’s toll free number. It means that the users can make changes to their investments on the spot.

Berman also adds that keeping employees engaged and on track with their retirement and financial goals is key to assisting them get better outcomes. He also claims that as more Americans use mobile devices to manage their daily lives, plan sponsors now can more easily help people stay engaged and be informed, all those things at the tap of their smartphones. This app is available in various platforms such as iPhone and iPad touch devices, Android phones, and Safari and Google Chrome browsers. This application enables the users to visualize and access their latest NetBenefits accounts and benefits information via their mobile phones.

Now, you are able to monitor your progress, make changes, along the way to stay on track toward your savings goals through the help of NetBenefits. Call at 800-887-4015 if you have any questions about saving and investing for retirement.

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