Tools and Resources
Take time to make sure your investment strategy is on track. You can access practical education, easy-to-use tools, and Fidelity’s innovative resources and insights to help you make informed decisions. Log on to your account www.netbenefits.com/ucp : • Select the Planning tab to access the Planning & Guidance Center. Here is where you can get help identifying any asset mix that aligns with your goals. • Select the Library icon to browse featured articles, infographics, videos, and financial learning resources that suit your interests and needs. • Select the Tools icon to view the tools and calculators. Here is where you will find a variety of calculators and modeling tools geared to saving and spending. You can also access Full View ® to easily monitor all your Fidelity and non-Fidelity online financial accounts in one secure place. • Select the Life Events icon for some key steps, tools, and insights when changes in life occur. • Select the Customer Service icon to view phone numbers and communications. Live educational web workshops are available After logging in to your account, click on Library and scroll down to the bottom to access online workshops. Our online educational workshops allow you to learn about a variety of topics, including college planning, budgeting, and retirement. Events are offered daily and are easy to attend from any computer, and virtual education presenters are available to chat and answer your questions.
Full View® is an account aggregation service (the "Service") operated by eMoney Advisor, LLC ("eMoney"), a Fidelity affiliate. This Service is made available to you as a Fidelity customer at no additional charge and is subject to certain limitations and restrictions. The Terms of Service, Privacy Policy, and Security Policy that govern your use of Full View differ from those applicable to your experience at Fidelity. Review carefully prior to use. Full View® is a registered service mark of FMR LLC.
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