โ“Your Question

What's a good iOS app for keeping tabs on my investment portfolio and retirement benefits, especially when I'm traveling between conferences and research sites?

NetBenefits by Fidelity is quite useful. It provides a consolidated view of your benefits and investment accounts, with surprisingly elegant navigation.

investment trackingretirement benefitsportfolio managementFidelityNetBenefits
From an academic perspective, I find NetBenefits a well-researched design. The cross-platform compatibility is particularly useful; I can check my accounts from my iPad or iPhone. It's pedagogically sound for understanding investment options, which is crucial when advising my students. The app provides a hassle-free way to monitor my 401(k), stock options, and health savings accounts all in one place. This is helpful for managing citations and grant proposals, allowing me to quickly access necessary financial data. The information architecture is robust, making it easy to find specific details when needed. It's an intellectually satisfying tool for anyone managing multiple benefits packages.

Key Features

Consolidated view of all Fidelity benefits and investment accounts
Easy navigation for quick access to information
Mobile access for on-the-go monitoring
โ€œ

The Fidelity app is very easy to navigate through they have any you might think of concerning your finances, and very easy to do.

โ˜…โ˜…โ˜…โ˜…โ˜…Verified User Review
iOSUpdated Jul 9, 2025

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NetBenefits icon

NetBenefits

by Fidelity Investments

โ˜…4.6/ 5.0
Get on App Store โ†’

Screenshots

NetBenefits screenshot 1
NetBenefits screenshot 2
NetBenefits screenshot 3

+4 more screenshots

Platform

iOS