WorkplaceXchange®Workplace Balances Bundle
Capture essential account balances in one place.
Engage participants with a wide range of account balances
We’ve streamlined our most popular products into one solution for easy access to participant balance data.
Overview
Provide participants with a new pathway to review details of their account balances.
Defined Contribution Balances
Show retirement account balances for 401(k) accounts, including total market value and total vested value.
Stock Plan Balances
Provide participants vesting information for their equity compensation.
Health Savings Account Balances
Enable participants to easily review their available cash and invested balances.
Reimbursement Account Balances
Review balance and election amounts for all flexible spending accounts.
We've bundled these services into one convenient API
Popular
Workplace Balances API
Discover how to integrate account-balance data to improve the participant experience.
Take the next step
For plan sponsor and investment professional use only.
Approved for use in advisor and 401(k) markets. Firm review may apply.
Some products and services described on this website are not available to employers outside the United States.
Fidelity does not provide legal or tax advice. The information herein is general in nature and should not be considered legal or tax advice. Consult an attorney to tax professional regarding your specific situation.
Fidelity Workplace Services LLC, 245 Summer Street, Boston, MA 02210
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