Curated Solutions to Reduce Stress

Available from Fidelity and Third-Party Providers

We help millions of people invest their life savings and plan for their financial future. That part you know. We also offer resources, products, and solutions beyond investing.

From buying a home to doing taxes, planning for college, even creating a will online, we can connect your employees with leading industry providers to help them confidently make financial decisions.

Download and use materials to help drive awareness and engagement on solutions available to your employees: tax prep, managing finances, help with college, and more.

And, view a centralized hub of all solutions in NetBenefits here (post log-in).

Below is an overview of the suite of solutions available. To learn more about each offering, simply click on the provider’s name.

Caring for loved ones
•    Alska- helping caregivers stay organized
•    EverSafe-protecting families and seniors from fraud
•    Wellthy-personalized support from expert care coordinators
•    Fidelity Attainable- savings plans for individuals with disabilities

Buying and selling a home
•    HomeStory- licensed real estate agents
•    HomeAdvisor- home rep air and improvement
•    Fidelity Mortgage Referral Program- mortgage origination or refinance

Navigating college
•    Kaplan- college test preparation services
•    ACT- college test preparation
•    Collegewise- admissions counseling
•    Credible- access to student loans and refinancing
•    Fidelity 529 Savings- flexible, tax-advantaged accounts designed specifically for education savings

Tax preparations
• TurboTax- tax prep help

Legal support
• Avvo- Online Specialized Attorney Directory
• NotaryCam- get documents notarized online

Saving, managing debt and protection
•    MMI- counseling services for credit card debt
•    IDnotify- protect, secure, and restore your identity
•    Fidelity Goal Booster- help saving for short-term goals, including emergency savings
•    Fidelity Cash Management- manage your cash and spending alongside your investments
•    Fidelity Term Life Insurance- protection for your loved ones
•    Fidelity Youth Account- learn to save, spend and invest for teens

Estate planning
• Fidelity Estate Planner- collect and organize information to create or update an estate plan

Charitable giving
• Fidelity Charitable- connecting personal goals to your charitable interests and tax considerations

NOTE: will link to Fact Sheet

To ensure your employees have access to all the available solutions, contact your Fidelity representative.