Overview

If you’re like most people, your focus on your financial wellness likely gets, uh, shortchanged. Not if we have anything to say about it. Nutanix offers an array of financial wellness benefits to help you master your money and make sense of your dollars.

Financial Planning | Fidelity | E*TRADE | Money Management Educators (MME) | EAP: Financial Resources | Star One Credit Union | PerkSpot
Click the blue circle with three white dots to access the Quick Links menu.

Financial Planning

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

Fidelity

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

Learn more about the 401(k) Plan and watch this video 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. Below is a list of tips to help you choose the right person to fit your specific needs and financial goals:

  • Learn 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

In addition, you 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

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.

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 preparation
  • Identity theft protection
  • Managing debt
  • Home purchase and college planning
  • Retirement planning

Additionally, you get two free 30-minute phone consultations 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.

What is Star One?

Star One is one of Silicon Valley’s largest member-owned financial institutions. It’s not-for-profit and offers financial services to more than 113,000 members worldwide. There is a co-op network of 5,600 branches and 30,000 fee-free ATMs.

Star One is focused on providing long-term financial solutions to all members. As a result, Star One is able to return its profits back to members in the form of money-saving benefits. This includes higher interest on savings accounts, lower interest rates on loans and mortgages, and reasonable, if any, fees on products and services like checking, credit cards, and real estate loans.

What is a credit union?
Credit unions are not-for-profit organizations that exist to serve their members. Like banks, credit unions accept deposits, make loans, and provide a wide array of other financial services. But as member-owned and co-operative institutions, credit unions provide a safe place to save and borrow at reasonable rates.

Credit unions operate to promote the wellbeing of their members. Profits made by credit unions are returned to members in the form of reduced fees, higher savings rates, and lower loan rates.

PerkSpot

As a Nutanix employee, you have access to exclusive prices, discounts, and offers from hundreds of local and national merchants. Save up to 40% on:

  • Health clubs
  • Movie theaters
  • Travel deals
  • Restaurants
  • Local retailers
  • Cellphone providers
  • Pet, home, and auto insurance
  • And more!

For more information, visit the PerkSpot website or call 866-606-6057.

Once on the site, click on “Create an Account” and enter your Nutanix email address to begin saving! Download the PerkSpot app for easy access anywhere (go to the App Store or Google Play).