My Benefits Accounts

My Benefits Accounts

by Plansource

271 ratings
40 reviews
Free

Details

  • Released
  • Updated
  • September 1, 2013
  • August 11, 2026

Features

My Benefits Accounts screenshot #1 for iPhone
My Benefits Accounts screenshot #2 for iPhone
My Benefits Accounts screenshot #3 for iPhone
My Benefits Accounts screenshot #4 for iPhone
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About

Manage your benefits accounts conveniently from your mobile device. View balances, upload receipts, set alerts, and track transactions. Securely access your information with robust authentication methods.

View account balances
Upload receipts via photo
Set customizable alerts
Review transaction history
Secure user authentication
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What's New in My Benefits Accounts

26.08.00

August 11, 2026

Bug fixes and minor enhancements to improve your experience.

User reviews

Has Plansource given this app a meaningful update since 2017?

This app needs a back end rewrite. Not a light overhaul - and end to end by actual UX/UI designers, not benefits administrators.

The user experience is horrible.

All they seem to do is change the splash screen and text colors. That’s not what I mean. It needs to be rethought from the ground up.

poor

if you want to see your claims, you have to log in on a computer. good luck!

Cant login

Please QA your app, it is incredibly disappointing i can’t even login. Just getting an internal error

Poor customer service

This is my first experience with Plan Source. The interaction has not been positive. The rep suggested I change where I get my prescriptions from (Publix) because it shows as a grocery store! It is the user’s responsibility to make sure they can provide the documents to the IRS, not Plan Source!!! Never had this problem with their competitors TASC and Employee Benefits.
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OTP Entry Forces Repeated Keyboard Switches

When entering an email OTP the app forces the standard iOS keyboard to switch back to letters with no numbers requiring an extra button press on every letter. Even worse if you mistype requiring a backspace that also swaps back to letters only keyboard.

This behavior does not happen in any other OTP enabled login flow in any other app I have.
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Developer apps

FAQ

What does the My Benefits Accounts app do?

The My Benefits Accounts app allows users to manage their PlanSource benefits accounts directly from their mobile device. It provides convenient access to view account balances, track transactions, and submit substantiation for purchases by uploading receipt photos.

What are the key features of the My Benefits Accounts app?

Key features include the ability to view your account balance at any time, upload receipts by taking a picture, set up customizable alerts for important notifications, and review your transaction history. The app also provides secure access through various authentication methods.

Is the My Benefits Accounts app free to use?

Yes, the My Benefits Accounts app is free to download and use. While the app itself is free, it is designed to manage benefits accounts provided through PlanSource, and any associated costs would be related to those benefits, not the app's usage.

How does the app ensure the security of my account information?

The app employs robust security measures to protect your personal information. No personal account data is stored on your device. User authentication is handled through picture, passphrase, device recognition, and challenge questions, sharing credentials with the PlanSource Participant Portal.

Who can use the My Benefits Accounts app?

This app is intended for registered users of the PlanSource Participant Portal. If you have an account with PlanSource for your employee benefits, you can download and log in to the My Benefits Accounts app to gain mobile access and manage your benefits on the go.