Managing Your Fidelity Account Online
 

Create your username and password for the first time:

To assure account privacy, you will need to establish a username and password before you can access information about your Fidelity account. You will use this to access account-specific information via www.netbenefits.com/atwork, Fidelity's automated telephone service, or when speaking with a Fidelity Retirement Services Specialist. For additional help, watch the video on the right (press full screen button for larger image).

  • Visit www.netbenefits.com/atwork.
  • Select “Register” at the top of the screen.
  • You'll be asked to confirm basic information (name, DOB, last four digits of your SSN) and submit.
  • Follow the instructions.

Change your contribution percentage online

To change the amount of your payroll contributions to your account online:

  1. Visit www.netbenefits.com/atwork.
  2. After sign-in, a screen will appear with your account balance. On the right side of the screen, you will see the Quick Links box. Clicking on the down arrow will open a menu with a variety of options. Select Contribution Amount and another window will open. Follow the directions to enter your new contribution percentage.
  3. Confirm your new contribution percentage.
  4. If your plan does not allow you to change your contribution online, talk to your human resources department or church treasurer to complete a new Salary Reduction Agreement.

All contribution amounts must be in whole percentages and changes will become effective with the current or next pay period, or as soon as administratively possible.

Change your investment elections online

To change how your future investment elections are invested online:

  1. Visit www.netbenefits.com/atwork.
  2. After sign-in, a screen will appear with your account balance. On the right side of the screen, you will see the Quick Links box. Clicking on the down arrow will open a menu with a variety of options. Select Change Investments.
  3. Enter the percentage of your payroll contributions that you wish to direct to each investment option you choose — your selections must add up to 100%.
  4. View the online prospectus for each fund in which you are investing.
  5. Confirm your investment elections.

Any contributions to your account made after the effective date of this change will be directed into the investments you select.

Rebalance your portfolio online

Over time, some asset classes and funds perform better than others, which can result in the mix of stock funds, bond funds, and/or money market funds changing from what you originally intended. If this happens, you may wish to rebalance your account so that your investments reflect the mix most appropriate for you and your goals.

To rebalance your account online:

  1. Visit www.netbenefits.com/atwork.
  2. After sign-in, a screen will appear with your account balance. On the right side of the screen, you will see the Quick Links box. Clicking on the down arrow will open a menu with a variety of options. Select Change Investments and follow the directions.
  3. Enter the percentage of the balance in each of your current investment options that you wish to direct to each investment option you choose — your selections must add up to 100%.
  4. View the online prospectus for each fund in which you are investing.
  5. Confirm your elections.

Are you saving enough?

  1. Visit www.netbenefits.com/atwork.
  2. After sign-in, select Menu at the top left of the screen. You should see a series of icons. Select Planning, and a tool will open to help you work through the process.

Update your mail preferences.

Receiving communication by e-mail offers you greater convenience and will help keep you up to date on topics related to your retirement plan.

  1. Visit www.netbenefits.com/atwork.
  2. After sign-in, select Menu at the top left of the screen. You should see a series of icons. Select Profile and another window will open. Make any changes necessary and be sure to save your information before closing the window. 

Need Help? Call Fidelity at 1-866-NAZARENE (866-629-2736)

Unless otherwise noted, transaction requests confirmed after the close of the market, normally 4 p.m. Eastern time, or on weekends or holidays, will receive the next available closing prices.

The investment options available through the plan reserve the right to modify or withdraw the exchange privilege.


© 2017 FMR LLC. All rights reserved.
Fidelity Brokerage Services LLC, Member NYSE, SIPC
100 Summer Street, Boston, MA 02110

 

 

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Managing Your Workplace Savings Plan Account

 

Setting Up Your Fidelity Username and Password