NetBenefits vs Optum Financial

Download the Fidelity NetBenefits® app to easily manage your employee benefits—securely, all in one place. From your 401(k) and retirement savings to health insurance, Health Savings Accounts (HSAs), and stock plans, you can monitor, get notifications
and take action anywhere, anytime. Employee retirement and savings • View balances and investments for your 401(k) at Fidelity, 403(b), and other retirement accounts • Review performance and track progress toward your retirement savings goals • Plan with confidence using articles, tools and videos to support your financial well being Health and benefits • Manage HSA expenses and investments • Quickly find health plan details, including: • Covered family members • Provider phone numbers • Group numbers • Enroll in health insurance during annual enrollment Take action • Change contributions and investments across eligible 401(k), 403(b), and HSA accounts • Move money or take a loan • Send documents and rollover checks using your phone’s camera Stay informed and secure • Get personalized, timely reminders about important account actions • Protect your information with advanced security features, including: • Customer verification • Biometrics Share feedback Tell us what you think. Love our app? Let us know. Can’t find something? Let us help you find what you’re looking for.
 Additional information The NetBenefits® smartphone app is available to individuals who have one or more workplace benefits provided by Fidelity Investments.
 Looking for help with accounts beyond your employee savings and benefits? Check out our companion Fidelity Investments app to explore more ways to save, invest and trade. NetBenefits and the NetBenefits design logo are registered service marks of FMR LLC. The images below are for illustrative purposes only.
 Fidelity Investments Privacy Policy: https://nb.fidelity.com/public/nb/default/resourceslibrary/articles/privacypolicy

Managing and paying for eligible health care expenses on the go has never been easier with the Optum Financial mobile app. Designed with unique features like receipt capture and e-sign dependent care certification, you can easily manage account details, access transaction history and view balances - giving you maximum control over you accounts and healthcare finances. Mobile features include: • Access to view and manage all Optum Financial benefit accounts • View account balances and transaction history • Pay providers or reimburse yourself for qualified out-of-pocket expenses • View and manage claims • Receive smart in-app alerts for claims requiring attention • Capture and upload claims documentation through photo capture technology • Quick access to previously submitted documentation • Connect with a live customer care representative via mobile chat 24/7 • Manage account preferences and add account users • Access eligible expenses listing Access Instructions You will need to have an Optum Financial or ConnectYourCare health account to use this app. If you are an Optum Financial or ConnectYourCare customer and need to update your account credentials, please visit www.optumfinancial.com. ABOUT OPTUM FINANCIAL: Optum Financial is advancing the way account holders save and pay for care, connecting the worlds of health and finance in ways that no one else can. Optum Financial is the #1 ranked health accounts administrator with over $17.7B in customer assets under management. By developing proprietary technology and applying advanced analytics in new ways, Optum Financial helps reduce costs while helping people make better health decisions– creating a better health care experience for our customers.