My Benefits Accounts

PlanSource

About this app

My Benefits Accounts is a mobile app from PlanSource that will allow you to manage your account(s) with ease and convenience. This app shares user authentication with the PlanSource Participant Portal, so as long as you are a registered user with the PlanSource Participant Portal you will be able to download the My Benefits Accounts app and log in to immediately gain mobile access.

Benefits of the My Benefits Accounts app:
• View your balance anytime
• Take a picture of a receipt and upload it to substantiate a purchase
• Set up customizable alerts
• Look at your transaction history
• Receive help from PlanSource

Security Details:
• No personal information pertaining to your account(s) will be stored on your device
• Picture, Passphrase, device recognition and challenge questions are used for user authentication

Ratings and reviews

This app takes a while to login, load, switch between screens, and frequently requests a retry. The previous HSA apps I used weren't like that. The account activity doesn't keep a balance record at each transaction, like a bank statement would. That would be helpful to have. It just keeps a balance total at the top of the page with all listed transactions beneath it. This would be a simple modification to the app.

02/10/26 Still slow and glitchy, also they take a long time to reimburse claims. Update 9/11/25 Good luck trying to read the notifications regarding claims payment in the app. One would think you could zoom in but no, no zooming in and double-tapping only barely increases font size. Very clumsy app, even worse customer service experience, just called for basic information, the poor rep's accent is so thick I could only understand every fourth or fifth word.

Does not work. Same login that works on browser does not work on the app, just says "the records do not match" and then gets stuck loading forever and has to be closed and reopened. Can't tell you anything else about the app because I can't even get in.

What’s new

26.05.01 What's New
Various bug fixes and UI improvements.