Quickly Check Your Fidelity 401K Balance

How do I check my 401k balance Fidelity?

Checking your 401k balance with Fidelity is a simple and convenient process. Fidelity offers a variety of options for accessing your account information, including online, mobile app, and phone. In this article, we will focus on how to check your 401k balance using the Fidelity NetBenefits® app.

Step 1: Download the Fidelity NetBenefits® app

To check your 401k balance on the go, you will need to download the Fidelity NetBenefits® app. This app is available for both iOS and Android devices. You can find it in the App Store for iOS devices or the Google Play Store for Android devices. Simply search for "Fidelity NetBenefits" and install the app on your device.

Step 2: Log in to your account

Once you have downloaded and installed the Fidelity NetBenefits® app, open it on your device. You will be prompted to log in to your account. Enter your username and password to access your 401k account.

Note: If you don't have an existing account, you will need to create one before you can log in. Visit the Fidelity website to create your account.

Step 3: Navigate to your 401k account

After logging in, you will see a dashboard with different options for managing your retirement plan and other benefits. Look for the section labeled "401k" or "Retirement" and click on it to access your 401k account.

Step 4: View your balance

Once you are in your 401k account, you will be able to view your balance. The app will display your current balance, as well as any recent transactions and investment performance. You may also have the option to view your balance over a specific time period, such as the past month or year.

Note: It's important to remember that your 401k balance may fluctuate based on market conditions and the performance of your investments. Be sure to check your balance regularly to stay informed about your retirement savings.

Step 5: Explore other features

In addition to checking your 401k balance, the Fidelity NetBenefits® app offers a range of other features to help you manage your retirement plan. These may include:

• Contribution management: Adjust your contribution amount and allocation.
• Investment tools: Access tools and resources to help you make informed investment decisions.
• Beneficiary designation: Update your beneficiary information.
• Financial planning: Explore retirement planning tools and calculators.
• Statements and tax documents: View and download your account statements and tax documents.

Take some time to explore these features and familiarize yourself with the app's capabilities. This will allow you to make the most of your 401k account and stay on top of your retirement savings.

Checking your 401k balance with Fidelity is quick and easy with the Fidelity NetBenefits® app. By downloading the app on your iOS or Android device, you can access your account information on the go. Log in to your account, navigate to your 401k account, and view your balance. Don't forget to explore the other features offered by the app to manage your retirement plan effectively. Stay informed about your 401k balance and take control of your retirement savings with Fidelity.