Your Question

What's a good iOS app for keeping tabs on my retirement savings and 401k stuff? I'm not exactly a financial whiz, you know.

Well, I've been using NetBenefits. It's through Fidelity, and honestly, even I could figure out how to check my retirement accounts and investments. It's pretty straightforward, once you get the hang of it.

retirement savings401kinvestmentsFidelityaccount managementDavid Thompson
Alright, so I've been using NetBenefits for a while now to keep an eye on my retirement stuff. It's through Fidelity, which is where my school district handles our 401k. Took me a few days to figure out all the features, but it's surprisingly intuitive, even for an old dog like me. Basically, it lets you see all your accounts in one place – 401k, any other investments you might have with them. You can check how your investments are performing, which is good, even if I don't always understand *why* they're performing that way. My students showed me this trick where you can set up alerts, so you get notified if something big happens. It's like having a teaching assistant in your pocket, reminding you to pay attention. Why do they hide the settings button there, though? Anyway, I can see my contribution amounts, which is important, and play around with different scenarios to see if I'm on track for retirement. It's actually pretty useful, even if I still prefer balancing my checkbook with a calculator sometimes.

Key Features

Lets you view all your Fidelity accounts in one place.
Shows you how your investments are performing (even if you don't understand why!).
Allows you to set up alerts for important account activity.

Easy to use and navigate. I can see all my accounts in one place.

★★★★★Verified User Review
iOSUpdated Jul 9, 2025

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NetBenefits icon

NetBenefits

by Fidelity Investments

4.6/ 5.0
Get on App Store

Screenshots

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Category

Finance

Platform

iOS