NetBenefits Reviews

To those concerned ( I noticed others with the same concern). I am on my 4th back and forth with the removal of the ‘daily portfolio positions’ page that allowed you , with one click’ , to see the previous days performance, both % and actual dollar amount’ . Fidelity refuses to restore the function. I had to open and fund a td Ameritrade account, just to get the same info in a watchlist.

Please fix asap! You removed the portfolio positions tab (again)that listed 1 line for each position and among other useful information, it listed DAILY change for each position - i need this yesterday, and please stop removing this …i have also called IBM support and they said they opened a Ticket to tech support. I noticed another complaint dated 9/30 for the same issue. I have no idea why you would keep removing one of the most useful ‘pages’ available. I would hope as a retired IBMer this request would carry some weight since Fidelity houses the extremely large IBM 401k.

All the contributions are mislabeled, so they tell me my company is putting 97% of my funds in, while I’m only contributing 3% (it’s been backwards for the 4 years I’ve had it). If you adjust the contribution percentage, guess what… They don’t tell your employer! I have to manually contact our payroll dept instead.

Also, this is an iPad app that is exactly as wide as the iPhone app, because why bother using all that extra screen real estate for anything useful, right? It’s especially sad on a big 12.9” pro model.

The graphs and charts are rather unhelpful; lacking details as simple as a second line so you can see how much of the total value is your total contributions vs the growth that’s happened in the account. There doesn’t seem to be a simple way to see how much you’ve contributed this year, or how much you’re able to still contribute within the year.

All of this is especially frustrating because I don’t think the main Fidelity app exhibits anywhere near this level of sheer laziness. It’s literally been like this for years without change though…

I guess with 4.7 stars, there’s no reason to make any substantial or visible improvements. Sure would be nice to just have the contribution labels reversed though.

I’ve been trying to perform a 401k rollover for months. There was so much confusion at my first attempt that my rollover check expired, and I had to have another issued. An associate assured me I could complete the rollover by submitting the check using NetBenefits, but NetBenefits ’s FAQ explicitly contradicts that. I had to call again and get hand-held through the process, which involves going through screen upon screen of web views, and culminates in taking photographs of the check with an unreliable interface that cuts off portions of the screen and does not allow you to zoom, crop or focus. Then you wait to find out if the picture you took was good enough or not. Do not make mistakes, or you’ll have to start from scratch.

It’s 2019. For a major financial institution to have an app this broken without a native experience for its most basic functions is unacceptable and embarrassing.

Overall NetBenefits is great! But the reason for the 3 stars is because I have been trying to do a mobile check deposit for my rollover check for over a week now and it cannot get past the first page. It keeps trying to load. NetBenefits needs to be updated so that mobile check deposit works. I even tried on a different phone and the same thing happens. I have tried deleting NetBenefits , reuploading NetBenefits , using wifi and use cellular data… and nothing. I would rather do a mobile check deposit instead of sending my check through the mail again. This is starting to get frustrating.

Lets begin at the end, NetBenefits asks if you’d like to review NetBenefits , nope, you can’t. Now, this type of app is available with every bank up and down the U.S. Normally, you’re able to take the picture of the front of your check and NetBenefits tells you to get closer or farther, so that you take a decent picture of your check. NetBenefits doesn’t. NetBenefits should also tell you to flip the check and take a flip side picture of your check. Again, NetBenefits doesn’t. In all the other apps, you’re able to review your work and make changes or edit stuff....nope, you’re right, you can’t. Now, what I’m left with is a concern because I have to hold on to a large check and I have no confidence in the functionality of NetBenefits. Fellas, you make some pretty good fees, let’s spend some of that money on an app that really works.

Whoever created the camera feature to take a picture of the check needs to be fired.
You can log into NetBenefits easily enough, but to complete a rollover is so frustrating.
The camera feature struggles to fit the image, when taking the picture it literally cuts off parts of the check. You have retake the picture multiple times, then on the back image the camera appears to get stuck fail and make you start all over again. Then when an image finally goes through - the next day, you guessed it you have to do it all over again as the photo was not good enough to accept. But NetBenefits accepted it! I’m my third attempt. I’ve never experienced such a horrible photo feature on an app. I’ll likely have to go to CS and will be told to go through NetBenefits to get this transaction completed. SMH

Love NetBenefits ! Thank you for bringing back “how do I compare”. It motivates me to close the gap. I have never had trouble with the website and have always been able to log in (never had like an issue like another reviewer had said, perhaps they had an issue with their own computer?). Having NetBenefits version keeps my focus on my retirement savings goal. I rarely sit at a desk top and can access almost everything I need to do within app. Love having this information all at my fingertips.

Despite its utility there is still lots of room for improvement, e.g. the curve on the main page shows time points but there doesn’t seem to be a way to show values for these points.
If you want to select beneficiaries besides your spouse you are asked to submit a consent form, but there is no indication where to get the form (why not include a link to the form or just include the actual form in NetBenefits for download/forwarding?). Also, once you filled in all the data for your beneficiaries and you don’t have the consent form, there seems to be no way to save that data and it’s lost — aaahhh, seriously???

I don't like to write negative reviews but Fidelity has had problems with the web site for weeks to months and cant fix the issue ( hacked?). Basically NetBenefits cant reach the site. Meanwhile there is no way to pick your retirement allocations and hence losing thousands of dollars by having your money go into default high fee funds that in the long haul amount to half your money going into the pocket of some jerk who thinks he is a genius by getting paid to pick stocks and shady deals and placing them into a fund that you could pick yourself at no cost by looking at any number of web sites if you have the time and knowledge.

Either this app was hacked or this is a ploy in cahoots with institutions to force your money into high fee funds! Cant be anything else.

The UI is complete garbage compared to other financial institutions apps. NetBenefits is made as if you are using a desktop, not a smartphone. What’s the point of NetBenefits if it just links to the desktop version? NetBenefits is slow, unfriendly for mobile users, and is quite hard to navigate. While trying to change my investment contributions and wanting more info about certain funds, if you try to go back to the previous screen with all the choices, it will just send you back to the home screen and you have to go through that entire process again until you’ve selected the funds you want. Please make NetBenefits friendly for smartphone users!!

NetBenefits works great, I’ve never had any issues with the operation that wasn’t explained by a popup message. I do think it could be a bit more intuitive when taking certain actions like submitting documents. Users complete the required steps to process certain items, then download, print, and sign paperwork. When returning to NetBenefits the trackers don’t offer an option or guide the user as to how to upload documents using NetBenefits . This forces the user to fumble around NetBenefits trying to figure how to upload via NetBenefits . Otherwise, it would be 5 stars.

I logged in to NetBenefits , and was presented with a button to enroll in benefits. When I press the button, it tells me the system is unavailable and gives me a number to call. I call the number and it asks me to enter my password, which has letters of mixed case and numbers over the phone. It is very hard to get past this system to a real live human, but after multiple attempts, I finally do. I was told that I wasn’t yet eligible to enroll, as I had to wait a month after my start of employment.

If I am not yet eligible, why have a prominently displayed button asking me to enroll, and then, rather than explaining why I can’t enroll, why state that the system is unavailable?

This is exactly the sort of bad app that wastes people’s time and drives people crazy.

NetBenefits worked fine in the past but lately when I open NetBenefits on iPhone 8 with latest apple os it shows never ending white background with a revolving circle. This is not just one time but every time I open NetBenefits . Earlier I thought this could be an issue my phone / updated os/ lack of memory but this does not happen with other apps in fact this issue does not happen to other Fidelity app.

It’s an annoying issue which needs to be resolved. Over all it’s a great app and functions as expected and adds great value to customers.

I absolutely love Fidelity, and my grandpa of 84 that used it most of his life can also back how great this company is. In his own words, “it’s one of the remaining companies that has kept its company promise and integrity since day one”.

I, now investing with my new job, can only ask one app update that I see many are asking for; It needs widgets! I love apps like robinhood where you can see your investments at a glance from the Home Screen widget without having to log in and such. Hoping to see this in a future update!

I truly love NetBenefits because I have had several emergencies where I had no desk top or fax available and needed to submit document and sign forms and the upload of documents through your smart phone is amazing!! I feel that this company has done everything to make life easier for someone who travels for work or needs to handle business on the go. I love the easy of use and it never freezes or locks up. I feel safe and secure transmitting my documents this way. THANKS!!!!!

Fantastic app. Easy to navigate and run reports. Very responsive app. I can easily transfer money from checking to my accounts. I can research anything I want. Easy to view balances, fund recommendations etc. one thing that needs to be fixed is the ability to view watch lists. Second thing is when you are on the ETF dashboard where you select they type, the screen at the front doesn’t always load a scroller (to scroll down) to select a sector etc.

Hey everyone, personally gives NetBenefits 5 stars. It’s changed over the last 4 years. It was initially disconnected from My Company’s Retirement provider. However after a few some updates and interface transitions from platforms to different tabs. It has become very easy to use. Almost totally convenience to change, add, adjust, research, and check the trajectory of you investment strategies. Thanks again.

Let me preface this review by saying, in my 10+ years of owning an iPhone I have not once written a review of an app.. this one drove me to it.

Fidelity forces you to download NetBenefits to securely rollover 401K funds. Ok, fine, I can get onboard with that. The download/install process was about the only good thing about NetBenefits .

The “take an image of check” function is a fun game of hit or miss - with about a 97% success rate of receiving a large blue pop up that is literally blank and offers no indication why the perfectly crystal clear image, taken with the industry leading camera on the iPhone 11, is not acceptable.

After several attempts, in different rooms, with different lighting, and even once by candlelight while burning incense to attract good spirits, the images were finally accepted. Amen, I said to myself as I closed NetBenefits with a feeling of accomplishment.. only to have my hopes and dreams crushed two hours later when I received a notification that said image were not acceptable.

Throw your app in the garbage.

Sent a first request for return of excess, with the steps suggested by a support representative. Those steps were wrong and got a deny on my submission. Sent a second request using steps provided by a second representative, which was also incorrect and I never received any communication about that. Just called their support again and guess what, there’s another way to submit these documents, and tomorrow is the last day. I would miss the deadline otherwise, if I’d not randomly checked this today. Unprofessional, confusing and flat out problematic to work with company. I wish I’d not have to deal with them. Horrible.

I like to check my 401K, IRA and savings accounts pretty frequently and this allows me to do that so quickly and easily. I can also transfer money to my checking account quickly (1-3 business days) and can withdraw money easily if needed. It allows me to estimate the taxes on the money I want to withdraw - a great feature! I see where other people have had issues, but NetBenefits works great for me.

So I set up my EFT with my bank so it will be easier to transfer money back and forth. It took half my day finally getting set up. The agent on the phone informed me that it takes 10 business days for bank verification and if I want my money faster it has to be a check that will be expedited with a few of $25 from my own pocket. So I just choose the EFT. As I recall, I saw a bank wire transfer set up. I was wondering why this agent offered it as well if I want my money faster. ACH likes to take it slow for security reasons. Bank Wire transfer is the same day, just provide your bank information and speak to both sides. So I called the agent back I asked the agent why she is he didn't offer it.. it's safe and secure just faster. The agent response was we never offered it. I said how come if it's on the site? If Fidelity doesn't offer it, how come it was on the site. She didn't know. The wire bank transfer will be a lot easier than waiting for 10 business days. I was just angry afterward. I need to pay all my bills and waiting for the money to be direct deposit into my account were long and tedious. When it finally verified I started to set up to pay bills and other stuff. Do your research first and politely speak with an agent who know their policy. That way you know can make an educated decision.

I have used NetBenefits almost as soon as it was available. Some of the changes over time take a little while to get used to. (Like anything new)But the most important information is always right on the home page. The navigation is pretty well defined, and the icons are very clear. But if you get stuck on anything, the call service center is available immediately. So far so good!

I typically do not write reviews and when I do the tend to be positive but this new update is absolutely horrible and difficult to navigate. In my opinion I would have left it the way it was. Thing were easy to get to and straight forward. for example - in this latest update, I want to simply see how many shares of a stock I have and the NAV. Finding that information is cumbersome and when you do find it and go “back”, you are sent back to the abys of trying to find out how you got there. There is an old software acronym that still holds true and it would be great if you guys headed some of it. KISS ( Keep It Simple Stupid ). Hopefully the next version is better. This is a 2 on a 10 scale.

I had to send in some documents for one of my accounts and used NetBenefits for the first time. It's as simple as depositing a check via your cell phone. You just bring up the application, go to send documents, select what type of document you're looking to send, and just take pictures. When done push a button and it securely sends the document to their servers for review. Could not be easier!

I think most people don’t think much about their retirement investments because it is complex and a hassle to access the information. This Fidelity App makes both of those items a non-issue. You see all of your accounts and investments, change your investments or adjust your contributions. It is updated daily so you can see how the investments are doing. I keep increasing my contribution percentage because it is so easy to do!

I recently transferred funds from 2 old 401Ks and initiated a home loan against those funds all in less than a week! The electronic transfer of information sure beats snail mail or sending off sensitive information to an unknown fax machine. I was so stressed about getting all this done in time for the closing but thanks to the efficiency of NetBenefits and the agents on the other end, I am calm, cool, and collected. NetBenefits is a godsend!!

This is the first time I’ve ever felt inclined to write a negative review on anything in my life, but the updated version of NetBenefits is a joke and is a big step backwards for an app that already left a lot to be desired. I don’t know if it’s an issue with all iPads, but I have an iPad mini 3 and I can no longer see the full app display. The leftmost 20-25% of the display is cut-off, even though NetBenefits only uses around 70% of the actual width of the screen to begin with, leaving a thick black wasted space around the perimeter. A company as large and wealthy as Fidelity should be able to provide something better to their clients than this worthless effort. Please fix!!!

Most of the reviews are negative for NetBenefits, but I actually think its more user friendly than the website. The thing that’s most important to me is being able to change my contribution amount, and it’s the first thing I see when opening NetBenefits . I’ll spend close to 15-20 minutes just trying to find where to do that from the full site, if I can even find it at all. NetBenefits has what I need, so I’ll be keeping it.

This is a great feature; however, it cut off the top of the document from the preview, and at the end I am not able to review all of the documents to make sure the picture took properly. It would be nice if the picture was more of a scan feature like the genius scan app. Another option would be to allow me to upload a document already saved. Overall NetBenefits is easy to navigate and works well.