Your financial wellness dashboard


Your financial wellness dashboard is a centralized hub for financial planning insights, giving employees confidence to make informed financial decisions. The experience offers:

  • Targeted messaging, access to planning tools, and resources aligned to employee needs like retirement, spending, debt, and saving
  • Goal summary that allows employees to set goals, track their progress, and have access to tools for investment strategies that can help meet their unique needs
  • Planning resources with data to empower employees to help meet their financial goals

Download and use the following materials to drive awareness and engagement with your employees:

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FOR PLAN SPONSOR AND INVESTMENT PROFESSIONAL USE ONLY.

By using these communications, you represent that you are an authorized representative of the organization for which you are copying, distributing, posting, or otherwise using the Fidelity-prepared communications attached here and, on behalf of such organization, accept the terms and conditions.

Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917

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