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Managing Your Fidelity Account Online
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To create or reset your PIN:

Prior to managing your account online you will need to establish a PIN. Below are the instructions on how to complete the process online. For printed instructions or information about establishing a PIN via the automated phone system click here. For additional help watch the video on the right (press the full screen button to few the video larger).

  1. Log on to Fidelity.com/atwork.
  2. Select “New User Registration,” if this is your first time to login, or “Forgot Your PIN?” to reset your PIN.
  3. Follow the instructions regarding entry of the above information.
  4. Enter a six- to twelve-character PIN.
  5. Confirm your entry as instructed.

Change your contribution percentage online

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

  1. Visit Fidelity.com/atwork.
  2. Under ACT, click on Contribution Amount and enter your new contribution percentage.
  3. Confirm your new contribution percentage.
  4. If your plan does not allow you to change your contribution online, then visit your HR or Benefits Department 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 Fidelity.com/atwork.
  2. Under ACT, click on 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 Fidelity.com/atwork.
  2. Under ACT, click on Change Investments and then click Rebalance.
  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 Fidelity.com/atwork.
  2. Click on the myPlan® box.
  3. Answer five easy questions to help you determine if you’re saving enough for retirement.

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 Fidelity.com/atwork.
  2. Go to Your Profile and click on e-mail address. Enter your personal e-mail address.
  3. Then go to Mail Preferences to select which types of communications you wish to receive via e-mail or regular mail.

Need Help? Call Fidelity at 1-866-NAZARENE (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.

myPlan Snapshot® is an educational calculator offered for use by Fidelity Brokerage Services LLC, Member NYSE, SIPC, or by Fidelity Investments Institutional Services Company, Inc.
© 2008 FMR LLC. All rights reserved.
Fidelity Brokerage Services LLC, Member NYSE, SIPC
100 Summer Street, Boston, MA 02110

Files:
Managing your Workplace Savings Plan Accounts Online 253.46 KB

Setting Up Your Fidelity PIN 84.87 KB

Created on Friday, 24 July 2009
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