Curated Solutions to Reduce Stress
Available from Fidelity and Third-Party Providers
We help millions of people invest their life savings and plan for their financial future. That part you know. We also offer resources, products, and solutions beyond investing.
From buying a home to doing taxes, planning for college, even creating a will online, we can connect your employees with leading industry providers to help them confidently make financial decisions.
Download and use materials to help drive awareness and engagement on solutions available to your employees: managing finances, help with college, and more.
And, view a centralized hub of all solutions in NetBenefits here (post log-in).
Below is an overview of the suite of solutions available. To learn more about each offering, simply click on the provider’s name.
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Caring for loved ones
• Alska- helping caregivers stay organized
• Wellthy-personalized support from expert care coordinators
• Fidelity Attainable- savings plans for individuals with disabilities
Buying and selling a home
• HomeStory- licensed real estate agents
• HomeAdvisor- home rep air and improvement
• Fidelity Mortgage Referral Program- mortgage origination or refinance
Navigating college
• Kaplan- college test preparation services
• ACT- college test preparation
• Collegewise- admissions counseling
• Credible- access to student loans and refinancing
• Fidelity 529 Savings- flexible, tax-advantaged accounts designed specifically for education savings
Protection
• EverSafe-protecting families and seniors from fraud
• IDnotify- protect, secure, and restore your identity- college test preparation
• - protection for your loved ones
• Fidelity Medicare Services® - compare and enroll in Medicare coverage with help from Fidelity experts. (Available on March 17, 2025)
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Tax preparations
• TurboTax- tax prep help
Legal support
• Avvo- Online Specialized Attorney Directory
• - get documents notarized online
Saving and Managing debt
• MMI- counseling services for credit card debt
• Fidelity Goal Booster- help saving for short-term goals, including emergency savings
• Fidelity Cash Management- manage your cash and spending alongside your investments
• Fidelity Youth Account- learn to save, spend and invest for teens
Estate planning
• Fidelity Estate Planner- collect and organize information to create or update an estate plan
Charitable giving
• Fidelity Charitable- connecting personal goals to your charitable interests and tax considerations
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NOTE: will link to Fact Sheet
To ensure your employees have access to all the available solutions, contact your Fidelity representative.
