Financial Wellness
Investment Provider – Financial Wellness Advising
Participate in a one-on-one consultation with a licensed Fidelity Investments or TIAA representative and earn one WellU participation credit. Your instructor or financial advisor will need to email your name and uNID to WellU@utah.edu, saying that you participated, so that your participation can be recorded.
- To schedule a meeting with a Fidelity representative go to Fidelity’s site and click on the “Meet with Us” tile or call (800) 343-0860.
- To schedule a meeting with a TIAA representative go to TIAA’s site and click on “Schedule now” in the Professional Advice tile or call (800) 842-2252.
Financial Wellness Center – Financial Wellness @Work Counseling
Meet one-on-one with our Faculty and Staff Financial Counselors for personalized financial guidance to earn one WellU participation credit. We can support you with budgeting, loans, goal setting, debt management, investing, retirement and tax education, and more equipping you to make informed, confident financial decisions. Faculty and Staff Financial Counseling is offered at a low cost through a sliding‑scale model based on salary, and all funds directly support student development and programming within the Financial Wellness Center (FWC).
Use code FWCACCESS to schedule an appointment.
To learn more or to book an appointment, visit the Financial Wellness Center website.
*Employees can earn up to two separate credits towards their WellU participation.
Tracking Your Completion:
Activity completions are reported directly to the WellU Team on a monthly basis. The WellU Team does not have the ability to manually update WellU participation records.
If Your Completion Is Missing:
If your completion is not reflected on your WellU Participation Tracker after 90 days, please contact WellU@utah.edu for assistance.