Financial Wellbeing

Overview

If you’re like most people, your focus on your financial wellbeing likely gets, uh, shortchanged. Nutanix offers an array of financial wellbeing benefits to help you master your money and make sense of your dollars.

Financial Planning

Take advantage of Nutanix’s partners’ programs to help be smart with your finances.

Fidelity

No matter what your definition of financial wellness is, Fidelity can help you achieve your vision.

Fidelity offers a variety of digital solutions and experienced advisors, including:

Fidelity Go®—Digital investment management for a single goal.
Fidelity® Personalized Planning & Advice—Digital planning and investment management with help from an advisor when you need it.
Fidelity® Wealth Management—Customized planning and investment management with a dedicated advisor.
Fidelity Private Wealth Management®—Comprehensive planning, advice, and investment management from a management team, led by your advisor.

Learn more about the 401(k) Plan to understand how Fidelity can help your financial wellbeing with NetBenefits.

Finding a Financial Advisor

Having expert advice from a financial advisor can set you up to meet your financial goals for the future. Selecting a financial advisor can feel overwhelming and we've provided a list of tips to help you choose the right person to fit your specific needs and financial goals:

Learn about their support model and financial planning capabilities.
Determine the personal fit and their level of experience in the areas that matter most to you.
Understand their fees and responsibilities.
Identify what steps they can take to help you build for retirement or other financial goals.

You also have access to financial advisors for planning services through Fidelity at 800-557-1900. They can support a strategy to save for college, help set up a brokerage account, and more.

E*TRADE from Morgan Stanley

E*TRADE offers free access to financial consultants who can help with:

Investment recommendations.
Portfolio-building strategies.
Reviewing and analyzing current investments.
Retirement planning.

Visit E*TRADE’s Financial Consultants website to learn more, or contact the Managed Account Team at 800-760-9036 to work with a financial consultant today.

ARAG Legal Insurance and Identity Theft Protection

ARAG Legal Insurance and Identity Theft Protection provides added protection for you and your family, for many expected (and unexpected) times in your life. This plan provides two types of coverage: legal insurance and identity theft protection.

Legal Insurance provides 100% coverage through a large network of attorneys for many covered matters—this coverage could lead to thousands in savings. Services include:

Estate planning, including wills, trusts, living wills, powers of attorney.
Domestic partnerships, prenuptial agreements, divorce.
Consumer protection, traffic tickets, tax and debt issues, criminal matters.
Adoption and surrogacy coverage, including preparation of agreements.
Hospital visitation authorizations, gender identifier changes, name changes.
And more!

Review the full coverage list to learn more.

Services for parents and grandparents are also available for those in the U.S.:

Parents/grandparents have free access to network attorneys by phone, to address elder law issues.
Once a year, your parents/grandparents can meet with a network attorney at no cost for advice about their own legal needs. They can receive at least 25% off normal network attorney rates for most elder law issues.
Elder care advocates can help to develop care plans to meet the needs of your parents or grandparents and negotiate discounts for facilities when available.

Identity Theft Protection enhances the comprehensive legal assistance. Coverage includes:

Full-service identity restoration with $1 million identity theft insurance.
Single-bureau credit monitoring.
Change of address monitoring.
Internet surveillance of personal details, including child ID monitoring.

To learn more, go to ARAG’s website or call 800-247-4184.

Money Management Educators (MME)

MME provides ongoing financial education for you. Participate in one of our quarterly webinars or request a personal one-on-one education session to help you take control of your personal financial wellbeing.

These sessions provide you with the Macro Asset Perspective® (MAP)—a highly customized financial success program that is a valuable tool to help you visualize and achieve short-term and long-term financial goals.

Request a Personal Education session.

Investing Tips

Check out this past webinar for tips and advice on investing.

EAP: Financial Resources

Our Employee Assistance Program (EAP), Concern, offers several resources to help you with:

Tax basics, such as answering common tax questions about deductions vs. credits, and drafting simple tax returns.
Identity theft resolution.
Money management, including budgeting, debt reduction and counseling, and saving for financial emergencies.
Home purchase and college planning.
Retirement planning.

Additionally, you get two free phone consultations (30–60 minutes) with a financial specialist. This specialist will provide expert guidance to help you meet current and future financial goals. If you decide to retain their services, you'll also receive a 25% discount off their regular rates. A financial coach can help you manage your money wisely and develop long-term financial security.

Visit Concern's website (access code: nutanix) or call 800-344-4222 for more information.

Star One Credit Union

As a Nutanix employee, you and your family members qualify for membership at Star One Credit Union.

Along with great personal service, members of Star One Credit Union get:

Free checking account, including rewards checking that earns interest.
Online and mobile banking.
Low-interest Visa Signature Rewards credit card.
Low interest rates on mortgages, auto loans, and student loans.
Workplace financial wellness.

Visit the Star One Credit Union website or call 866-543-5202.

Perks at Work

As a Nutanix employee, you have access to unbeatable savings with exclusive prices, discounts and offers from hundreds of local, national, and global merchants through Perks at Work. Earn WOWpoints on purchases which can be redeemed just like cash. WOWpoints never expire, you can earn every time you shop and if you are a 5 STAR user, you earn when you also redeem points!

Start saving in hundreds of ways—including:

Memberships to stores, clubs and services like gyms, wholesale stores, and spas.
Travel deals to save on flights, stays, and cars.
Tickets to movies, theme parks, and Broadway shows.
Technology savings on computers, cell phones, video games, and entertainment.
Groceries and restaurants, including home delivery programs.
Auto services, insurance, and even when you are looking for a new vehicle.
Life resources including child care, professional services, home services, convenience apps, and pet care and products.
Online fitness, nutrition and leadership classes.
And so much more!

Once you join, you can invite ten of your friends and family members.

To join, simply log on to: https://www.perksatwork.com/nutanix/ and register your nutanix.com email address to activate your account.

Vetster

With Vetster, you can access on-demand online vet appointments. Vetster connects pet owners to thousands of licensed veterinarians to provide the best online vet services through video chat appointments 24/7.

You get unlimited vet visits at the discounted rate of 25% per visit. To schedule, go to Vetster’s website (or download the app) and use promo code Nutanix25.