My Plans by CBIZ

CBIZ, Inc.

About this app

Save time and hassles while making the most of your HSA, HRA, and FSA health benefit accounts by quickly checking your balances and details. Our secure app makes managing your health benefits easy through real-time access and intuitive navigation to all your important account information on the go! Powerful features of the app include:

Easy, Convenient & Secure
• Simply login to the intuitive app using your same health benefits website username and password (or follow alternative instructions if provided)
• No sensitive account information is ever stored on your mobile device

Connects You with the Details
• Quickly check available balances 24/7
• View charts summarizing account(s)
• View claims requiring receipts
• Click to call or email Customer Service

Provides Additional Time-Saving Options (if supported or applicable to your account(s))
• File a claim towards your medical FSA and HRA
• Take or upload a picture of a receipt and submit for a new or existing claim
• View, contribute and distribute HSA transactions
• Pay bills from any account and add a payee
• Using the Dashboard, enter medical expense information and supporting documentation
• Retrieve your forgot username/password
• Report a debit card as lost or stolen


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Ratings and reviews

The app no longer connects to my camera roll, so I can't upload receipts anymore -- and there's no medical office in existence anymore that does paper bills (or at least none of mine do!) with the information CBIZ requires for reimbursement. This makes the app functionally useless to me. This is ridiculous! Until today, I had no problems, and the app worked just fine. Now it's useless to me.

How do you make an app this bad? I try to file a claim, but the app freezes everytime. "Managing expenses" seems to be only for your own tracking, but the app offers no explanation for me to confirm this. Receipts uploaded must unnecessarily be in JPG or GIF format (while the webpage version of this allows for PNG -- which my receipts come in). And to upload it, the only options are to take a picture or upload ONLY from the "camera roll" folder and no other folder such as Downloads. Ridiculous.

If you have a receipt in your hand, great. If you have a download or a screenshot, forget it. I don't know what folder my "camera roll" is since it's not my camera folder. Submitting receipts with a file on my phone does not work because of this.

What's new

Version 17.2 provides you with:

• Enhanced security updates