View retirement savings, investments, and account performance. Check balances and recent contributions. Manage HSA expenses and investments. Monitor 529 plans and brokerage accounts. Access health insurance details and coverage information.
by Fidelity Investments★ 4.629,210 ratingsFinanceFreeData updated 2026-11-11
Manage healthcare benefits and tax-favored accounts with real-time balance checks and transaction history. Fund HSA from checking or savings accounts. Receive email alerts and contact administrators via email or phone.
Manage finances with credit card applications, stock purchases, money transfers, and savings options. View account balances, track transactions, and send payments. Deposit checks via photo and set transaction alerts.
View transactions, upload documents, and receive alerts
View recent transactions and account balances. Upload claim documents and photos. Access email and SMS alerts. Contact administrator via email or phone. Use same login credentials as WealthCare Portal. Support stronger authentication methods.
Monitor accounts, review transactions, and check balances. Deposit checks via photo, pay bills, and make transfers. Find nearby branches. Send and receive money using Zelle®. Access with passcode, touch ID, or face ID.
Access accounts, set alerts, make payments, transfer
Access accounts and manage banking services remotely. Set balance alerts, make payments, transfer funds between accounts, deposit checks via photo, reorder or disable debit cards, view and save statements, and locate branches.
Calculate payments including taxes, insurance, and HOA fees. Estimate total monthly costs. Calculate auto loan payments. Track debt repayment timelines. Set financial goals and view progress. Export results as reports.
Manage custodial accounts for children with bi-weekly or monthly contributions. Earn money from partnered brands while shopping. Monitor and adjust investments through smart tools. Track financial activities and set up automated savings plans.
Manage healthcare accounts with balance and transaction views. Fund HSAs from checking or savings. Receive and view email alerts. Contact administrators via email or phone. Access account details and recent activity.
Marshall and Sterling Administrative Services, Inc.
Check balances and view details
Check balances and account details for HSA, HRA, and FSA accounts. View transaction history and account summaries. Access real-time information and manage securely. Log in with existing website credentials.
Calculate retirement age using inputs like current salary, salary increase, retirement contributions, employer matches, post-retirement expenses, social security, and other income sources. Track retirement savings in 401(k), IRA, or cash investments.
Manage personal banking tasks conveniently from anywhere.
The app allows users to manage personal banking tasks from a smartphone or tablet. Users can check balances, view transactions, pay bills, transfer funds, and deposit checks by taking a photo.