NetBenefits Customer ServiceFidelity Investments

NetBenefits Customer Service

  1. NetBenefits Customer Service
  2. NetBenefits App Comments & Reviews (2024)
  3. NetBenefits iPhone Images
  4. NetBenefits iPad Images

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.

NetBenefits App Comments & Reviews

NetBenefits Positive Reviews

Fidelity is #1There’s no question about it, Fidelity is #1 in the Asset management game. When it comes to 401K’s, you obviously don’t have a choice in where your retirement is managed…But for anyone who wishes to invest in an IRA, Fidelity is the best option! This app has a smooth, elegant layout that is simple to navigate your way around. The research section is amazing! Giving you all kinds of valuable info on every public company out there, along with ETF’s. There’s even a great learning section that teaches you all the basics on personal finance, retirement planning, and asset allocation. Oh and I got to mention the virtual assistant! This assistant answers any questions you may have and gives you direct links on where to get started! So yea this app is great!.Version: 4.7.2

Face ID No Longer WorksThe app has been really good for the 6 years I’ve used it, until recently…. The app did an update 4 days ago, and now Face ID no longer works to log in for me. It just keeps saying “Face ID Failed”, and says to either rest it in the app, or when I log in and it asks me if I want to enable Face ID and I say yes, it again says it failed but can be enabled at next log in. But no matter how many times I try to re-enable it, or even completely remove and reinstall the app, it continues to fail with the same message. After 6 years of pretty flawless operation, this is a pretty major disappointment. To make it worse, I find no way to notify the developers through the app of this issue. So the latest update broke a key function in the app, but the app has no way for end users to communicate or report issues..Version: 4.7.0

Leaving the others in Fidelity’s DustI don’t want to work for an employee who doesn’t use Fidelity. Gone are the days where a person works for the same employer their entire career. That can mean lots of rollovers of retirement funds to a new employer plan. Fidelity makes the rollover process so much easier than the rest just by simply doing what makes sense. One of the best features that Fidelity offers is the option to use the app to submit the rollover check(s). Having to go through a rollover is usually a hassle because most financial institutions do not take advantage of modern day fintech. Fidelity is just the opposite, which makes working with them so convenient that it’s also a pleasure..Version: 4.6.0

I love this appI love the app. It is very easy to use and when you go through a withdrawal process was completed, reviewed, and submitted within one day! ALSO, I got my withdrawal money/ loan ASAP! The very next day the money was deposited into my account. They understand things happen and they work very fast to get you your money. To fix your situation. So when you have an emergency come up and need to withdrawal money out. They are the best at getting it to you within two days at the most! Iv never had to wait longer. I love that! Not stressfull at all..Version: 3.17.1

Unable to send rollover check via mobile check depositOverall the app is great! But the reason for the 3 stars is because I have been trying to do a mobile check deposit for my rollover check for over a week now and it cannot get past the first page. It keeps trying to load. The app needs to be updated so that mobile check deposit works. I even tried on a different phone and the same thing happens. I have tried deleting the app, reuploading the app, using wifi and use cellular data… and nothing. I would rather do a mobile check deposit instead of sending my check through the mail again. This is starting to get frustrating..Version: 3.19.0

I love the appLove the app! Thank you for bringing back “how do I compare”. It motivates me to close the gap. I have never had trouble with the website and have always been able to log in (never had like an issue like another reviewer had said, perhaps they had an issue with their own computer?). Having the app version keeps my focus on my retirement savings goal. I rarely sit at a desk top and can access almost everything I need to do within app. Love having this information all at my fingertips..Version: 3.2.0

Great app just needs a tweak or two!The app works great, I’ve never had any issues with the operation that wasn’t explained by a popup message. I do think it could be a bit more intuitive when taking certain actions like submitting documents. Users complete the required steps to process certain items, then download, print, and sign paperwork. When returning to the app the trackers don’t offer an option or guide the user as to how to upload documents using the app. This forces the user to fumble around the app trying to figure how to upload via the app. Otherwise, it would be 5 stars..Version: 2.9.1

Useful but far from perfectDespite its utility there is still lots of room for improvement, e.g. the curve on the main page shows time points but there doesn’t seem to be a way to show values for these points. If you want to select beneficiaries besides your spouse you are asked to submit a consent form, but there is no indication where to get the form (why not include a link to the form or just include the actual form in the app for download/forwarding?). Also, once you filled in all the data for your beneficiaries and you don’t have the consent form, there seems to be no way to save that data and it’s lost — aaahhh, seriously???.Version: 3.15.0

Best most convenient efficient APP EVERI truly love this App because I have had several emergencies where I had no desk top or fax available and needed to submit document and sign forms and the upload of documents through your smart phone is amazing!! I feel that this company has done everything to make life easier for someone who travels for work or needs to handle business on the go. I love the easy of use and it never freezes or locks up. I feel safe and secure transmitting my documents this way. THANKS!!!!!.Version: 2.9.3

NetBenefits App - Rockstar!Fantastic app. Easy to navigate and run reports. Very responsive app. I can easily transfer money from checking to my accounts. I can research anything I want. Easy to view balances, fund recommendations etc. one thing that needs to be fixed is the ability to view watch lists. Second thing is when you are on the ETF dashboard where you select they type, the screen at the front doesn’t always load a scroller (to scroll down) to select a sector etc..Version: 3.7.2

Cluster FreeHey everyone, personally gives the App 5 stars. It’s changed over the last 4 years. It was initially disconnected from My Company’s Retirement provider. However after a few some updates and interface transitions from platforms to different tabs. It has become very easy to use. Almost totally convenience to change, add, adjust, research, and check the trajectory of you investment strategies. Thanks again..Version: 3.18.0

Did I miss something?I used to be able to view a chart of my brokeragelink portfolio’s performance over time, and also for the combined accounts. It no longer appears when i view the summary in brokeragelink. Was this feature intentionally removed or is it a bug? If it’s user error than the UI design is partly to blame because I’ve spent a lot of time trying to re-enable this feature. Otherwise, the app is sufficient to manage my investments, not necessarily a great one-stop shop for charting, news, etc. but it gets the job done for me..Version: 4.8.0

Great app! Serves all functions seamlessly!I have used this app almost as soon as it was available. Some of the changes over time take a little while to get used to. (Like anything new)But the most important information is always right on the home page. The navigation is pretty well defined, and the icons are very clear. But if you get stuck on anything, the call service center is available immediately. So far so good!.Version: 3.1.0

Just needs ONE thingI absolutely love Fidelity, and my grandpa of 84 that used it most of his life can also back how great this company is. In his own words, “it’s one of the remaining companies that has kept its company promise and integrity since day one”. I, now investing with my new job, can only ask one app update that I see many are asking for; It needs widgets! I love apps like robinhood where you can see your investments at a glance from the Home Screen widget without having to log in and such. Hoping to see this in a future update!.Version: 3.16.1

TouchID issuesBefore this last recent update I was able to use TouchID to sign into my account via the app. Since the update, it won’t let me use that feature at all anymore and I have to put in my login info manually. I have went into app setting and it shows the slider set to on but it’s dimmed out so I can’t change or reset or anything with TouchID feature. I have the iPhone 7, iOS 15.7.9. Other than that, it’s an overall decent app..Version: 4.7.0

Fall down easy to use!!I had to send in some documents for one of my accounts and used the app for the first time. It's as simple as depositing a check via your cell phone. You just bring up the application, go to send documents, select what type of document you're looking to send, and just take pictures. When done push a button and it securely sends the document to their servers for review. Could not be easier!.Version: 2.9.2

Great Investing AppI think most people don’t think much about their retirement investments because it is complex and a hassle to access the information. This Fidelity App makes both of those items a non-issue. You see all of your accounts and investments, change your investments or adjust your contributions. It is updated daily so you can see how the investments are doing. I keep increasing my contribution percentage because it is so easy to do!.Version: 2.9.1

The app is great, net benefits is the stooge.I have been watching and documenting net benefits for years, I have noticed a lot of shady activity. I have screenshots of daily activity and the purposely hiding of negative activity. The app is good because it highlights the corruption of Blackrock . I advise checking your accounts daily and taking screenshots . I do it habitually . When I retire, I’m going after them , they are a fiduciary, obligated to act in our best interest. I may lose but not because I didn’t try ..Version: 4.2.1

Great app!I didn’t have the app and have been using the website. I had a rollover and they suggested downloading the app and handling the rollover there. My mind boggled at how quick and easy it was to handle everything. And the best part is the app seemingly does everything the website does but better. It’s extremely intuitive. My only regret is that I didn’t start using it sooner..Version: 4.2.1

Easy accessI use this app mostly to check balance, I did occasionally used it to trade. The interface is well designed for mobile app access, except retirement planning part, which is still in its web app format, I hope this part can be migrated to mobile interface soon. I also like easy login when face ID is turned on..Version: 3.17.4

Key Feature Needs FixingIt’s an okay app with a lot of potential to be more useful, however there are hyperlinks and fields that simply do not work. I attempted to roll over a check and I can’t do it because the area in which to enter the amount on the check is greyed out. No matter what I do, I cannot type in that box. It’s forced me to mail the check in, which is not an incredibly big deal, but the fact that the faster option just does not work is inconvenient..Version: 3.21.0

Not as bad as others have saidMost of the reviews are negative for this app, but I actually think its more user friendly than the website. The thing that’s most important to me is being able to change my contribution amount, and it’s the first thing I see when opening the app. I’ll spend close to 15-20 minutes just trying to find where to do that from the full site, if I can even find it at all. This app has what I need, so I’ll be keeping it..Version: 2.8.1

Extremely helpful!Great app! Gives me all the information I need to know about my 401k on a regular basis. Tracks each fund as well as sources and timing of contributions. Probably needs an update. Navigating between the various pages/actions seems a bit cumbersome. They could put more account specific info and less clutter on the home page. It would also be nice to have more IRS regulation access on the app. Overall, very pleased with this app!.Version: 3.17.0

Works.A lot of nice features. Very hard to determine account performance and growth over time and that’s a shame. I can see performance this year and also 1 year ROR, two metrics that frankly don’t matter. Vanguard does far better job w/ balances over time, total rate of return over time, and contributions over time. Absence of that makes me worry Fidelity isn’t doing a great job w/ my money frankly. Fidelity channeling reviews from within the APP... “How is our app?” If you say great, you get routed to App Store and if not you get a survey... this biases the validity of the APP Store reviews..Version: 3.1.0

Send a documentThis is a great feature; however, it cut off the top of the document from the preview, and at the end I am not able to review all of the documents to make sure the picture took properly. It would be nice if the picture was more of a scan feature like the genius scan app. Another option would be to allow me to upload a document already saved. Overall the app is easy to navigate and works well..Version: 3.3.1

Works great for meI like to check my 401K, IRA and savings accounts pretty frequently and this allows me to do that so quickly and easily. I can also transfer money to my checking account quickly (1-3 business days) and can withdraw money easily if needed. It allows me to estimate the taxes on the money I want to withdraw - a great feature! I see where other people have had issues, but this app works great for me..Version: 3.9.0

401k rollover to IRA account was quick and easy.Did the transactions of rolling over my 401k to IRA account, and was done quickly. I didn't encounter any problem. I have also contributed to my new IRA account, which was not difficult at all; connecting to my bank account was easy to navigate. I don't know if the device I used makes a difference with the app’s compatibility, but I used an iPad 11. I hope this helps..Version: 3.7.3

Highly Recommend!2 Year’s ago i got my first job at an office, they offered 401k (Not knowing to much about it) 3 months into the job i was Eligible for 401k (Didn’t know how it worked) But reading the terms my company invested your money for you (Until) I actually found out it was through Fidelity so i made an account.. FOUND out i was able to invest myself! Highly recommend! Especially If you have a 401k!.Version: 3.7.2

Entering trades takes too longResponse after entering symbol ticker and switching between field trades takes too long..Version: 3.7.2

Needs iphoneX supportClunky but does what I need. FaceID to log in and show me my stock..Version: 2.8.1

Free International Money Transfer 💸Enjoy high maximum transfers into more than 20 currencies while saving up to 90% over local banks! The cheap, fast way to send money abroad. Free transfer up to 500 USD!AdvertorialVersion: 4.10.0


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NetBenefits iPhone Images
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