Best Fidelity Netbenefits 401K Apps

4.6😞(29K ratings)

Free

#43in Finance

Manage your Fidelity workplace benefits, including retirement savings, stock options, health insurance, and HSAs. Track account balances, investments, and expenses. Plan for your future with personalized tools and educational resources.

What We Love

👍 Easy to use
🚀 Convenient mobile access
🔒 Secure document upload
💡 Helpful retirement planning tools

Room to Improve

🐛 Buggy and glitchy
🕸️ Feels like a mobile website, not a true app
🤔 Confusing navigation and user experience
⏱️ Slow performance and long load times

Fidelity Investments by Fidelity Investments

Invest, save, plan in one app.

Strong Contender

4.8😐(3.3M ratings)

Free

#15in Finance

Invest in stocks, ETFs, and cryptocurrencies with professional insights and powerful tools. Manage cash, pay bills, and automate investments. Offers 24/7 support and robust account protection.

What We Love

🚀 Efficient app with quick access to accounts
🔒 Secure login process
👍 Comprehensive research and data tools
💡 Ability to link external accounts for full financial view
👍 Reliable and trustworthy platform

Room to Improve

🐛 Inaccurate account information and performance data
🔍 Cluttered and unintuitive user interface
🔍 Difficult to navigate and find desired features
🔍 Lacking key features for active traders
🐛 Buggy app with frequent crashes and performance issues

Fidelity PlanViewer by Fidelity International

Fidelity International Ltd

Worth Considering

SoFi: Bank, Invest & Crypto

4.4😞(90 ratings)

Free

Manage your workplace retirement savings with this app. Track your plan's value and performance, monitor contributions, and update your investment details. Access helpful planning tools, expert news, and guidance directly from your smartphone.

What We Love

👍 Usable and user-friendly (recent improvement)
👍 Easy to use tool
👍 Handy and quick access
👍 Clear to understand performance
👍 Nice modern layout
👍 Easy to navigate

Room to Improve

🐛 Clunky and not dynamic
🐛 Substandard UI
🐛 Cumbersome and poor UX
🐛 Difficult to find features
🐛 Poor app for a big fund manager
🐛 Basic, like a website link
🐛 Shoddy web wrapper
🐛 Painful on iPad
🐛 Overly complex authentication
🐛 Unstable and crashes
🐛 Outdated and buggy
🐛 Terrible UI
🐛 Useless for multi-account users
🐛 Horrible app design

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by Schwab Retirement Technologies Inc.

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Retirement plan enrollmentIncome forecastInvestment monitoring

Manage your retirement savings on the go. Enroll in your plan, forecast income, monitor investments, and adjust contributions. Access financial learning resources and manage account settings securely.

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Manage your 401k

View retirement income estimatesCheck personal rate of returnManage contribution amounts

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View account balancesCheck personal rate of returnReview transaction history

Manage your employer-sponsored retirement plan on the go. View account details like balances, rates of return, and transaction history. Make changes to your investments, contribution allocations, and personal information as permitted by your plan.

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T. Rowe Price Personal®

INVEST WITH CONFIDENCE®

Consolidated portfolio viewExternal account linkingDetailed fund performance

Manage your entire investment portfolio, including external accounts, in one place. Track performance, make informed decisions with personalized insights, and execute trades quickly and securely. Access educational resources and dedicated support to help you achieve your financial goals.

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PensionBee: Roll over 401(k)s

Roll over your old 401(k)s

Consolidate 401(k)s and IRAsChoose Traditional, Roth, or SEP IRA1% rollover match available

Consolidate your old 401(k)s and IRAs into one easy-to-manage retirement account. Choose your IRA type, access your savings 24/7, and receive personalized support from dedicated account managers. Plan confidently for your future with flexible investment options and transparent fees.

(22)

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John Hancock Retirement

by John Hancock

Manage retirement plan accountView account balance and historyUpdate contribution rates

Manage your retirement plan securely and conveniently on the go. Access account details, make changes, and set financial goals with real-time projections. Utilize educational resources for personal finance and wellness.

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View IRA balances and asset valuesTrack investment activityRequest investments and distributions

Manage your self-directed IRA and retirement accounts on the go. View balances, track investments, and perform transactions for traditional and alternative assets. Securely access your account information and manage beneficiary details.

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Retirement plan registration and enrollmentView account balances and progressModify contributions, asset allocations, and beneficiaries

Securely access your retirement account anytime, anywhere. Track your progress towards your retirement goal, manage investments, and research loan details. Enhanced security features protect your personal information.

Manage your retirement and brokerage accounts securely with this app. Monitor investments, track fund performance, and trade equities, ETFs, and mutual funds. Set financial goals and access support tools.

Secure login (password, Touch ID, Face ID)Investment and retirement plan managementBrokerage trading (equities, ETFs, mutual funds)

(8.3K)