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  • I hate this app

    I wish Phillip 66 would go back to the previous company they used to use processing receipts. Because when this app says we need to submit a receipt but it doesn’t tell us for which transaction only the amount so then we spend so much time just trying to find what receipt they are wanting a copy of. Also the company Phillips 66 used before, we could take a receipt at the time of the card swipe submit it and be done not having to wait weeks for this app to ask for a receipt that we now weeks later have to go find
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  • Glitchy horrible app

    Can’t even login. I go to change the password and answer questions successfully, it says password changed then immediately tells me a login problem and password used recently (even though I made up a completely new one). I get thrown into a loop and run through my login attempts. (Which I’m not warned of how many I get or that to have left). Then I’m locked out, and I miss the deadline to submit funds. Enjoy my FSA money- I suggest spending it on skilled app developers and app improvements!
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  • Functionality disabled

    Previously was able to submit expenses through the “reimburse me” app. Aon changed to “smart choice” app where I am not eligible to submit expenses where I should as I could with “reimburse me” and have adequate funding in my hsa. This is terrible how a company would deliver such poor service with providing an app that doesn’t function at all. If I would have known I could not submit claims through the app, I would not have bothered downloading it.
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  • DOESN’T WORK WELL

    Receipts never load properly and there is a discrepancy between paid approved and action required. I literally have a payment that came out and it was paid but says ineligible purchase yet approved and then the next month same provider same payment and its not paid but says action required needed and it needs a receipt. The app also freezes or closes out. The receipts are not loadable on paid items therefore i dont know how if it was paid yet ineligible how you could possibly make it eligible. Also those same payments were made before exact same amount and merchant and have been approved. so it cant be ineligible. probably spent too much money on the look and not the back of office and upkeep. Calling in is not any better because they cant see anything and have no assistance for the rhyme and reasoning. Silly!!
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  • Worst move my company made!

    My company should have never inconvenienced us like this. I could not validate my account for SIX MONTHS, yes SIX ENTIRE MONTHS due to a system glitch on their end. The customer service department has to be in India. My MANY escalated calls took weeks to be returned. Now that this issue is finally resolved, my deposits into this account are not the same as my pay day and it also takes a few days for the claim to process…extremely annoying compared to how seamless same day deposits and maybe a day for claims to process with the previous company. Must have been less expensive for my company to switch to this company for our HSA, huge inconvenience for the employees though.
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  • Needs improvement.

    Users should be able to upload and attach a receipt right when the expense is charged and appears in the app.
    Also, trying several time to attach receipts now. It says it is loaded, but the app still shows receipt required. Even after refreshing, waiting overnight, and trying again.
  • App needs help

    Needs to be able to look at receipts submitted. Needs to have a re-pay tab in the event a service was paid by the card and in fact ineligible. Needs to be able to toggle from email message to message instead of having to close and go back to main page. App could be much easier and more user friendly.

    Good things are the current balance, the approved transactions listed, the photo/doc upload options but wish you can see history of what you uploaded.
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  • Needs Work

    App is glitchy. It doesn’t update on claim status. When I first created the account, I received updates regularly. Now I have to login constantly to see when claims show up and if I need to submit a receipt. I have several claims where receipts were submitted that still show as “action required” but no information is shared on what is needed. Pretty frustrating!
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  • Paper would be better

    This app has such poor functionality that paper statements and phone calls would likely be more useful. The account activity section doesn’t actually show all account activity and you have to drill through 3 other menus just to see all of your actual transactions. The app also doesn’t seem to allow you to manage investments. This is the 3rd HSA app that my company has gone through while I’ve been there and it is the worst which is saying something because I hated the app before it, but at least it let me do more with the account and actually showed all transactions in account activity.
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  • Disasterous Trainwreck

    There is simply not enough time or space to give a complete review of this company that manages my high 5-figure retiree medical reimbursement account. This Company, their App, their Telephone Support and the Extraordinary wait-times, their Incompetence, their Process difficulty, etc. etc., is likened to two high speed trains continually crashing head-on, and on and on and on. I am bewildered that any corporation would contract with ‘this firm’ to manage employees and retire medical savings accounts and associated payouts, unless the ultimate goal is simply to delay, and create extreme difficulty for the payee to exercise what these accounts are intended for the benefit of the employee/retire.
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