Inaya Mclaughlin
The Fidelity NetBenefits app is designed for workplace investment accounts, allowing users to manage their workplace benefits, access retirement savings, stock options, health insurance, and more. On the other hand, the Fidelity Investments app is geared towards retail and personal investing, offering features such as trading stocks, transferring funds, and accessing research tools. While both apps provide access to different types of accounts and investment options, they are part of the same company, Fidelity Investments, and can be used together to manage a comprehensive financial portfolio.
| Characteristics | Values |
|---|---|
| Purpose | NetBenefits is a workplace investment hub, while Fidelity is geared more towards retail and personal investing. |
| Functionality | NetBenefits allows users to change contributions and investments, update their profile and beneficiaries, and send paperwork. Fidelity allows users to manage their retail portfolio, transfer funds, and utilize research tools on the go. |
| Account Type | NetBenefits is for workplace investment accounts. Fidelity is for personal investment accounts. |
| Plan Details | NetBenefits allows users to view plan details before their shares or cash is distributed. Fidelity allows users to view personal account details and manage their shares or cash after distribution. |
| Actions | NetBenefits allows users to take plan-related actions such as accepting grants and enrolling in an ESPP. Fidelity allows users to act on the proceeds of their plan, such as selling shares, moving money, or transferring assets. |
What You'll Learn
- The Fidelity app is for retail and personal investing
- The NetBenefits app is for workplace investment accounts
- The Fidelity app allows users to manage their cash
- The NetBenefits app is for users with workplace benefits provided by Fidelity Investments
- The Fidelity app provides access to a broad choice of investments
The Fidelity app is for retail and personal investing
The Fidelity app is geared towards retail and personal investing. It allows users to view their accounts and stay connected to every aspect of the financial world so they can learn, track, and trade anytime, anywhere.
With the app, you can manage your retail portfolio, transfer funds, and utilize research tools on the go. You can also use it to deposit checks, pay bills, track spending, trade stocks, and more. The app provides powerful trading tools, such as industry-leading research and market analysis, advanced charts, and on-the-go technical analysis. It also offers real-time quotes, allowing users to monitor markets and trading.
The app is secure, with two-factor authentication, voice biometrics, security text alerts, and money transfer lockdowns. It is easy to get started with no account fees or minimums when opening a retail brokerage account. Additionally, it offers commission-free trades for US stocks, ETFs, and fractional shares for as little as $1.
The Fidelity app provides a broad choice of investments, expert insights, and investing tools, helping users make smart decisions with their money. It also offers financial learning resources, such as podcasts, articles, videos, and coaching sessions, to build users' confidence in investing. Alerts and notifications keep users informed, with customizable alerts to manage stock trading and price triggers to ensure they never miss an opportunity.
The app also provides 24/7 customer support, including a Virtual Assistant feature, ensuring that users can get assistance whenever they need it.
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The NetBenefits app is for workplace investment accounts
The NetBenefits app is geared towards workplace investment accounts. It is available to individuals who have one or more workplace benefits provided by Fidelity Investments. The app allows users to manage their workplace benefits, including retirement savings, stock options, health insurance, and HSA. Users can also access recent payroll statements, change their contribution rates and investments across 401K, 403B, and/or HSA accounts, and send documents and rollover checks using their camera.
The NetBenefits app provides a range of tools and resources to help users make informed financial decisions. It offers educational materials, articles, videos, podcasts, and interactive tools. Users can also access important reminders about timely actions to take within their accounts.
In terms of security, NetBenefits takes account security seriously and uses advanced measures such as customer verification and biometrics to ensure the safety of user information.
The app is user-friendly and allows individuals to conveniently manage their workplace benefits and investments in one place. It is important to note that the NetBenefits app is specifically designed for workplace investment accounts, while the Fidelity Investments app is geared towards personal investing and retail brokerage accounts.
Overall, the NetBenefits app provides a comprehensive platform for individuals with workplace benefits provided by Fidelity Investments to manage their investments and benefits effectively.
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The Fidelity app allows users to manage their cash
Fidelity's app also enables users to connect their accounts to payment apps such as PayPal, Venmo, Apple Pay Cash, and Square Cash. This allows for seamless money transfers into eligible Fidelity accounts and to other people or businesses.
The app also provides users with an ATM/debit card, which can be added to a digital wallet for a safe, convenient, and easy way to pay. This card can also be used to withdraw cash from a Fidelity Account.
Fidelity's app also allows users to manage their cash by investing it. The app provides access to a broad range of investment options, expert insights, and tools to help users make smart financial decisions. It also offers podcasts, articles, videos, and classes to help users build their confidence in investing.
Overall, the Fidelity app provides a comprehensive suite of features that enable users to effectively manage their cash and make informed financial decisions.
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The NetBenefits app is for users with workplace benefits provided by Fidelity Investments
The NetBenefits app is designed for users with workplace benefits provided by Fidelity Investments. It is a convenient way to manage workplace benefits, allowing users to access their retirement savings, stock options, health insurance, HSA, and more. Users can view their retirement savings and other benefits, such as account balances, investments, recent contributions, and account performance.
The NetBenefits app also enables users to manage their HSA expenses and investments, monitor other accounts, including 529 plans and brokerage accounts, and quickly find health insurance information, such as who is covered under their plan, provider phone numbers, and their group number. Additionally, users can access recent payroll statements and receive reminders about timely actions to take within their accounts.
The app provides educational materials and tools, including articles, videos, podcasts, and interactive tools, to help users make informed financial decisions. It also allows users to change their contribution rates and investments across 401K, 403B, and/or HSA accounts.
The NetBenefits app is specifically tailored to individuals with workplace benefits provided by Fidelity Investments, while the companion Fidelity Investments app offers more comprehensive features for personal investing and trading.
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The Fidelity app provides access to a broad choice of investments
The app also provides powerful trading tools, such as advanced charts and on-the-go technical analysis, allowing you to make informed investment decisions. Additionally, you can access industry-leading research and market analysis to further enhance your trading strategies.
The Fidelity app is designed to be user-friendly, offering a secure and easy-to-use platform with two-factor authentication, voice biometrics, security text alerts, and money transfer lockdowns. It also provides educational resources, including podcasts, articles, and videos, to build your confidence in investing.
The app enables you to manage your money conveniently, allowing you to deposit checks, pay bills, and track spending, all backed by Fidelity's financial expertise. You can also create savings goals, automate investments, and manage your cash using features like ATM or debit card, online bill payment, check writing, or money transfers.
Overall, the Fidelity app provides a comprehensive suite of tools and resources to help you make smart investment decisions and manage your finances effectively.
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Frequently asked questions
NetBenefits is a workplace investment hub, while the Fidelity app is geared more towards retail and personal investing.
With the NetBenefits app, you can manage your workplace benefits, such as retirement savings, stock options, health insurance, and HSA. You can also access recent payroll statements, change your contribution rate and investments, and send documents and rollover checks using your camera.
The Fidelity Investments app gives you access to a broad choice of investments, expert insights, and investing tools. You can also deposit checks, pay bills, trade stocks, and more.
