How to Set Up Your Account on Fidelity NetBenefits

What are the steps to set up your account on Fidelity NetBenefits? You may need some information about it because you use the Fidelity NetBenefits program. I have tried to find some information about it, and here are the things that I found.

The Steps to Register for Access to Your Account on Fidelity NetBenefits

You may have previously registered with Fidelity.com, NetBenefits, or eWorkplace. If you have registered, then you are not required to register again. You are able to use your existing username and password to be able to access your new account. However, if you have not registered yet, the steps below can be used by you to help you set up your workplace savings account on NetBenefits.

For new user registration, you have to verify your identity by following the steps below.

Register Account on Fidelity NetBenefits

    • You must insert the last 4 digits of your Social Security number.
    • You also have to enter your first name, last name and date of birth.
    • Then, you must choose the Next button.

After following the steps above, then you have to set up your username. It is recommended for you to create a unique username. The standards of creating username on Fidelity NetBenefits are listed below.

create a new username Fidelity NetBenefits

    • It is recommended for you to use 6 to 15 letters and/ or numbers.
    • If the length of your username is between 9 to 11 characters, you have to make sure that it has at least two letters.
    • Don’t use one whole piece of personally identifiable information such as your Social Security number, telephone number or date of birth. Instead, you have to alter or disguise it.
    • You have to make sure that you do not use 5 or more instances of a single number or letter or easily recognized sequences.
    • You also have to make sure that you do not use symbols, spaces or punctuation marks.

The next thing that you have to do after creating a username is to create a password. Here are the standards of creating passwords in Fidelity NetBenefits.

Creating a password

    • You have to use 6 to 20 letters, numbers and/or special characters.
    • You have to be careful because letters are case sensitive.
    • You have to make sure that you do not use #, &, *, <>, {}, [].
    • You are able to use at least one special character such as %'()+,.-/:;=?@$!^_|~\.
    • You have to make sure that you do not use sequences which can be recognized easily.

Usually, a strong password has a mix of case sensitivity, letters, numbers and special characters. You have to make sure that when you create a password, you should not use personally identifiable information such as your telephone number, date of birth or Social Security number.

Next thing that you have to do is to create a security question. Let’s say that you forget your password. So, you are able to reset it if Fidelity has verified your identity by using your new or updated security question and answer. The standards of security answers are listed below.

    • You have to make sure that the answers must be between 3 to 31 characters.
    • You have to choose a question that you are able to answer easily.
    • It is important to note that answers are not case sensitive.

Then, you have to provide your phone number and email address. Fidelity will use the contact information that you give to send you important communications about your benefits and also timely service-related and legal notifications and those include messages about educational and new service offerings. It is important for you to note that you must be sure that this information is used only to communicate with you about your benefits with Fidelity. Also, you must be sure that it will not be shared with any other parties. It is because Fidelity Investments has always been committed to maintaining the confidentiality, integrity and security of personal information entrusted to them by current and prospective customers.

Now, the thing that you have to do is to click on Submit. Now, you have successfully registered. Let’s say that you have other accounts that you access through Fidelity.com, NetBenefits or eWorkplace, your new login information will apply to these accounts and also to getting access to your account by phone.

Now, you are able to start using NetBenefits by loggin in with your new account username and password. The things that you can do are listed below.

    • You are able to enroll in your plan, if you have not done it yet.
    • You are able to check your account balances.
    • You are able to check how much you set aside to save from your paycheck.
    • The changes to your investments can be done by you.
    • You are able to use tools to help you plan for your retirement.

If you need help to set up your account, you are able to call the toll-free number of your Plan.

Contact Numbers For Fidelity

Do you have questions related to an account or service? If so, you are able to call 800-343-0860. You are able to contact this phone number in case there are questions on username and password and service-related transactions. For customers who are deaf or hard of hearing, this number 800-610-4015 can be used.

As explained on the Fidelity website, there are some specific phone numbers of some departments of Fidelity as presented below.

    • 457, 401(k), pension, 403(b), health plans, HR/payroll and Workplace benefit plans

NetBenefits representative: 800-835-5097

    • TTY services

For the deaf or hard of hearing, this number is able to be contacted: 800-544-0118

    • Fidelity Automated Service Telephone (FAST)

Fidelity Automated Service Telephone (FAST): 800-544-5555

    • International Trading

International trading representative: 800-544-2976

    • Managed Accounts

Fidelity managed account representative: 800-544-3455

    • ATM/ Debit and Credit Cards

Fidelity Debit Card: 800-323-5353

Fidelity Rewards Visa Signature Credit Card: 888-551-5144

Fidelity HSA Debit Card: 888-377-0323

Fidelity NetBenefits App

Do you know that Fidelity NetBenefits has an app? With this app, you are able to access your account whenever and wherever you want. You are able to download the app from the App Store or Google Play.

Several things that you can do on the app are viewing your account balance, investments, personal rate of return, and more. You can also change contributions and investments, update your profile and beneficiaries or send them paperwork. Seeing how much you may need in retirement and getting your Fidelity Retirement Score can also be done here.

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