# My Benefits Accounts

> Mobile app for managing PlanSource benefits accounts and related transactions. (iPhone/iPad app by Plansource.)

- Source: https://appshunter.io/ios/app/my-benefits-accounts/id693538525 (this page in markdown: same URL + `.md`)
- Developer: [Plansource](https://appshunter.io/developer/959630339)
- Category: Finance, Medical
- Price: Free
- Rating: 4.10/5 from 271 App Store ratings · 40 written reviews indexed
- Age rating: 17+
- Requires: iOS 15.0 · 31 MB
- Languages: American English, French (France), European Spanish
- Released: 2013-09-01
- Data updated: 2026-08-21
- Monetization: free with in-app purchases
- User reviews in markdown: https://appshunter.io/ios/app/my-benefits-accounts/id693538525/reviews.md

## What is My Benefits Accounts?

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

## Key features

- View account balances
- Upload receipts via photo
- Set customizable alerts
- Review transaction history
- Secure user authentication

## Recent user reviews (10 of 40)

All indexed reviews: https://appshunter.io/ios/app/my-benefits-accounts/id693538525/reviews.md

### 2/5 — Has Plansource given this app a meaningful update since 2017?

*2026-08-12*

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.

### 1/5 — poor

*2026-05-12, version 26.02.00*

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

### 1/5 — Cant login

*2026-02-22, version 26.02.00*

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

### 1/5 — Poor customer service

*2026-01-08*

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.

### 1/5 — OTP Entry Forces Repeated Keyboard Switches

*2026-01-05*

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.

### 1/5 — The worst app ever!

*2025-02-14*

This app is the worst app I have experienced.  Below I will list its short comings.

1) each time you leave the app. It signs you out and you have to start the process over and over again. 

2) the app lacks any customer support 

3) the app will provide denied notices, but the notice fails to explain why a claim is denied. 

4) when you are reviewing transactions/ claims. If you click the detail link which always lack any explanation. Therefore that option  t is worthless, but worst thing it does. It it takes you back to the beginning of the transactions. So you scroll down trying to find where you left off.

I can go on and on, but it’s clear this app was cheaply designed and does even attempt to make itself user friendly. Furthermore, the most frustrating thing about this app that it constantly closes and you have to repeatedly have to sign in.  In addition, it fails to provide the basic support data and the lack of detail in the denied claims is amazing frustrating and worthless.

### 1/5 — It won't let me log in 😅

*2024-12-06, version 24.11.00*

I JUST created an account, I copy and pasted my username and password via text and the app legit just won't let me log in. It keeps telling me the credentials are invalid. But then I can go log in from my desktop. Terrible app, lol.

### 1/5 — Cannot add expenses

*2024-10-15, version 24.08.00*

Cannot add an expense

### 1/5 — Won’t let me login

*2024-09-10*

Says that the credentials are incorrect. They aren’t, and work online. Your app is terrible, and the service should feel embarrassed.

### 1/5 — Plan source app

*2024-02-06, version 23.11.00*

I credibly difficult to navigate and get error messages throughout.

## Frequently asked questions about My Benefits Accounts

### 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.

## Version history (last 5 releases)

### 26.08.00 — 2026-08-11

Bug fixes and minor enhancements to improve your experience.

### 26.05.01 — 2026-05-12

Various bug fixes and UI improvements.

### 26.02.00 — 2026-02-16

• Improved clarity for claim and transaction details.
• Various bug fixes and UI improvements.

### 25.11.00 — 2025-11-17

• Interval tracker balance is now easier to view
• Various UI enhancements and bug fixes

### 25.08.00 — 2025-08-11

• Improved registration flow with additional security measures.
• Various UI enhancements and bug fixes

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## More apps by Plansource

- [PlanSource Mobile](https://appshunter.io/ios/app/plansource-mobile/id959630340)
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- [PlanSource Benefits](https://appshunter.io/ios/app/plansource-benefits/id6759975947)

All apps by Plansource: https://appshunter.io/developer/959630339

## Related topics

[via benefits accounts](https://appshunter.io/ios/topics/via-benefits-accounts) · [plansource benefits](https://appshunter.io/ios/topics/plansource-benefits) · [plansource](https://appshunter.io/ios/topics/plansource) · [asure wealthcare](https://appshunter.io/ios/topics/asure-wealthcare) · [benefits administration](https://appshunter.io/ios/topics/benefits-administration) · [accrue cms](https://appshunter.io/ios/topics/accrue-cms) · [my funds portal](https://appshunter.io/ios/topics/my-funds-portal)

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-08-21.*
