How You Money: Self-Paced Financial Education Videos

How You Money was inspired by the way many of today’s employees are consuming financial education—through their social media channels. It covers important financial basics in snack-sized videos that are authentic, entertaining, and meaningful, while its digital experience lets employees take control of where and how they learn.

How You Money digital experience. For illustrative purposed only.

How You Money is a new way for employees to access financial help from Fidelity. It combines education and entertainment in a collection of more than thirty short videos that teach about financial concepts and offer actionable next steps. A streamlined digital experience allows access to the content from anywhere at any time, meaning employees can learn where and at a pace that works for them.

How You Money Toolkit Version A

Important Note: Version A is for plan sponsors that have entitled Goal Booster, Fidelity Cash Management Account (FCMA) and Financial Wellness content on NetBenefits for their employees, which are required for some of the links to function.

The below toolkit includes communications to raise awareness with employees about How You Money and drive them to the digital experience. The communications are grouped into folders by the theme. We recommend starting your communications stream with the items in “Overview Touch 1” and “Overview Touch 2,” which introduce the series overall. Then, use the items in the thematic folders (i.e. Debt, Investing, Spending Plan, etc.) for ongoing communications around the topics most relevant to your employees.

How You Money Toolkit Version B

Important Note: Version B is for plan sponsors that have entitled Fidelity Cash Management Account (FCMA) and Financial Wellness content on NetBenefits, which are required for some of the links to function.

The below toolkit includes communications to raise awareness with employees about How You Money and drive them to the digital experience. The communications are grouped into folders by the theme. We recommend starting your communications stream with the items in “Overview Touch 1” and “Overview Touch 2,” which introduce the series overall. Then, use the items in the thematic folders (i.e. Debt, Investing, Spending Plan, etc.) for ongoing communications around the topics most relevant to your employees.

How You Money Toolkit Version C

Important Note: Version C is for plan sponsors that have entitled Financial Wellness content on NetBenefits, which are required for some of the links to function.

The below toolkit includes communications to raise awareness with employees about How You Money and drive them to the digital experience. The communications are grouped into folders by the theme. We recommend starting your communications stream with the items in “Overview Touch 1” and “Overview Touch 2,” which introduce the series overall. Then, use the items in the thematic folders (i.e. Debt, Investing, Spending Plan, etc.) for ongoing communications around the topics most relevant to your employees.

How You Money Toolkit Spanish Language Version

Important Note: The Spanish Language Version is for plan sponsors that have entitled Financial Wellness content on NetBenefits, which are required for some of the links to function.

The below toolkit includes communications to raise awareness with employees about the Spanish Language Version of How You Money and drive them to the digital experience. Please note that in this version all materials, including the communications, videos and video player are in Spanish.

By using these communications, you represent that you are an authorized representative of the organization for which you are copying, distributing, posting, or otherwise using the Fidelity-prepared communications attached here, and you accept these terms and conditions on behalf of the organization.

For plan sponsor or investment professional use only.
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