Financial Well-being

Improve your financial well-being by understanding your financial habits. With these resources, you'll have access to budgeting tools, checking and savings accounts, and personalized recommendations to help you reach your financial goals.

Fidelity Financial Wellness Checkup

Take the Fidelity Financial Wellness Checkup in 2024 to find out what you’re doing well and what steps you may need to take to improve your financial well-being. Eligible employees who take the checkup will receive a $25 medical plan well-being incentive (see Earn an Incentive or Reward below).

Take the checkup:

  1. You must be registered with Fidelity's NetBenefits in order to take the checkup. If you are already registered with Fidelity NetBenefits (for your retirement savings account), use your existing username and password to access your account. If you have not registered an account with Fidelity, visit, and use these instructions to set up an account.
  2. Once an account is created, log in to From the Fidelity homepage, locate the search bar at the top, and type in “financial wellness checkup.”
  3. Find the item that says "Financial Wellness Checkup" and click on it.
  4. Click on "Take the Checkup" to get started. You will answer a series of financial questions to get your financial wellness score and suggested steps for improvement.

Earn an Incentive or Reward

Eligible employees who take the Fidelity Financial Wellness Checkup will receive a $25 medical plan well-being incentive. To be eligible, you must be a current Emory University or Emory Healthcare employee enrolled in an Emory medical plan. You must take the checkup between January 1, 2024 and November 15, 2024 in order to receive the 2024 incentive.

If you are a benefits-eligible employee who is not on an Emory medical plan, you cannot receive the medical plan well-being incentive, but you can be entered into a raffle drawing for a chance to win a variety of prizes.

Learn more about incentives and rewards

Additional Resources

From Fidelity

Take advantage of the many resources and guides Fidelity has to help shape and improve your financial future. Create or log in to your NetBenefits profile to learn more about the tools and webinars available.

If you have previously registered with, NetBenefits®, or eWorkplace®, you do not need to register again. Use your existing username and password to access your account. If you have not registered, please visit, and use page two on the user guide to help you setup your workplace savings account on NetBenefits.

Membership with Emory Alliance Credit Union

emory alliance credit union

As a benefit of your employment at Emory, you also have access to membership with Emory Alliance Credit Union, a Division of Credit Union 1. EACU is committed to helping you reach your financial goals through personalized products, top financial technology, and dedicated member service. Members of EACU have access to:

  • Four Atlanta-area branches, as well as 30,000 surcharge-free ATMs and 5,000 shared branches nationwide
  • Free Checking for easy, everyday banking
  • 24/7 Digital Banking with personalized budgeting tools, online bill pay, easy transfers, and more
  • Multiple savings options, including High Yield Savings and Share Certificates (CDs)
  • Credit cards and loans with competitive rates, including HELOCs, mortgages, auto loans, and more
  • Business banking products
  • Financial literacy support through the Financial Wellbeing platform

To open an account, visit EACU online, call 800-252-695, or stop by your nearest branch.

Emory Alliance Credit Union's Financial Wellbeing Center

Emory Alliance Credit Union provides you with access to a free Financial Wellbeing Center to help you along your financial journey. You do not need to be a member of EACU to take advantage of the platform.

When you create a profile, you will complete a short financial checkup and the platform will provide personalized feedback and support. You will then gain access to:

  • Financial recommendations tailored to your unique situation
  • Content suggestions on everything from budgeting to repaying student loans to retirement
  • An analysis of your money personality to understand the “why” behind your money decisions
  • Certified Personal Finance Experts available to speak on the phone (Direct Number: 877-585-2227)
  • And more!

There is no medical plan well-being incentive or reward tied to using this Emory Alliance Credit Union platform. This resource is simply provided to help you with your financial planning.

Explore the EACU Financial Wellbeing Center


If you have questions about the Fidelity Financial Wellness Checkup or financial resources at Emory, send an email to