Employee onboarding demo
Let's get you set up.
A few basics to confirm your eligibility. This takes about 60 seconds.
What are you saving for?
Pick a goal — you can change it later. Most members start with an emergency fund and graduate to other goals.
Save automatically each paycheck.
Pick how much comes out of every paycheck before it hits your checking. Small amounts add up — and your employer matches.
A quick money primer.
Three short lessons (about 4 minutes total). Required to earn your signup bonus, useful for life. Each ends with a one-question check.
An emergency fund is cash set aside for unexpected expenses — a medical bill, car repair, or sudden job loss. Without one, most Americans turn to credit cards (avg. 24% APR) or payday loans.
A starter goal: $1,000. A solid goal: 3 months of expenses. Even $400 cushions you against the most common shocks (Federal Reserve, 2024).
Acme is offering you a $1,000 lifetime reward, paid in two pieces:
$500 Signup Bonus — paid after you finish this education, link a savings account, and set up at least $10/paycheck contributions.
$500 Milestone Match — paid when your savings balance reaches $500.
Both are paid through your normal paycheck (with the right tax handling), not as a deposit into your savings.
Your WealthNest savings live in a regular emergency savings account in your name — not locked up in a retirement plan. You can withdraw any time, with no penalties or tax surprises, just like any standard savings account.
That freedom is the point of an emergency fund — but it's also the temptation. We strongly recommend resisting withdrawals unless you're facing a genuine emergency: a medical bill, a car repair, sudden job loss, or another unexpected expense you can't otherwise cover.
Funds typically arrive in your linked checking in 1–2 business days when you do need them.
Where should your savings live?
Connect any savings account where you'd like your per-paycheck contribution deposited. Don't have one yet? We recommend opening a Fidelity Cash Management Account first — then come back here to link it.
You're all set.
Your first contribution will post on your next paycheck. We'll text you when it lands.
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