Planning enhancements are coming to NetBenefits^® mobile app

From needs to action, Fidelity’s planning experience meets employees where they are in life, allowing them to access a holistic suite of financial strategies and support - whether they are at their desk or on the go.

Overview Fidelity is committed to helping participants take control of their financial journey and achieve greater confidence and well-being. As part of this commitment, we are continuously enhancing our NetBenefits® platform to provide a seamless experience across both desktop and mobile devices.

Fidelity is excited to announce the complete redesign of the plan tab on the NetBenefits mobile app in late Q4 2024. Fidelity has updated this section to offer education, tools, and strategies to support a participant wherever they are in their financial journey. By taking a personalized approach, the plan tab will tailor the content to the participant’s expansive needs, allowing them to get more out of their NetBenefits mobile experience. Through these updates, we are helping align the mobile app with the desktop experience, allowing participants to engage with our tools anytime, anywhere*.

New functionality and Features

Some of the new features that will be available in the mobile launch include:

• Insightful tools to help participants better understand how their savings might translate into income in retirement.
• The ability to integrate outside accounts, which can allow them to track their overall assets and liabilities and have a more holistic view.
• Available in English or Spanish, light or dark mode, and on your iOS or Android device
• Access to suggested steps to help eligible participants find relevant strategies and tools