User Upload

Upload your fund images

Uploaded images/PDFs are stored in Google Drive for later review and processing.

Company and provider

How to capture your Fidelity investment choices

  1. Go to Fidelity NetBenefits login.
  2. Sign in with your Fidelity credentials.
  3. Open your Employer Account.
  4. Go to Investments.
  5. Scroll down to Investment Choices.
  6. Take a screenshot of the choices and upload it here.

No broker connection? Enter allocation manually

Select your funds and set percentages that total exactly 100%. We will convert this to asset-class allocation for your Company Data comparison.

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Important Disclosures

Compliance mode is active. Please review all disclosures carefully before taking any investment action.

  • For educational and informational purposes only. 4A Advisor does not provide individualized investment, legal, tax, or fiduciary advice.
  • Nothing on this platform constitutes an offer, solicitation, or recommendation to buy, sell, or hold any security, fund, or investment strategy.
  • Past performance is not indicative of future results. All investing involves risk, including the possible loss of principal.
  • Fund, pricing, and performance data may be delayed, incomplete, or subject to error. Always verify information against official plan documents and fund provider disclosures.
  • Model outputs, rankings, and algorithmic summaries are generated from available inputs only. They do not account for your complete financial situation, risk profile, time horizon, or investment objectives.

Always consult a qualified, licensed financial professional before making investment decisions.