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My Plans by CBIZ

My Plans by CBIZ

by CBIZ Benefits & Insurance Services

373 ratings
105 reviews
💪 Health & Fitness
💰 Finance
Free

Details

Released
June 11, 2014
Updated
October 22, 2026

Features

Developer

CBIZ Benefits & Insurance Services
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Reviews summary↘︎
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About

Manage your health benefit accounts like HSA, HRA, and FSA with ease. Quickly check balances, view account details, and submit claims on the go. This secure app provides real-time access to your important financial information.

✓Check account balances 24/7
✓View account summaries and claims
✓File claims for medical FSA and HRA
✓Upload receipts for claims
✓Manage HSA transactions
✓Pay bills and add payees
Show original description

What users say about My Plans by CBIZ

Reviews of My Plans by CBIZ are mixed: the Health & Fitness app is rated 4.4/5 from 373 App Store ratings. What users like most: easy to use, convenient for submitting claims. Top complaints: frequent crashes and bugs, overly complicated security measures. Summarized from real user reviews.

Positive things

  • 🚀Easy to use
  • 🚀Convenient for submitting claims
  • 🚀Fast and efficient
  • 👍User-friendly interface
  • 👍Helpful customer support

Negative things

  • 🐛Frequent crashes and bugs
  • 🔒Overly complicated security measures
  • 👎Poor user experience
  • 👎Difficult claim submission process
  • 👎Unreliable direct deposit and debit card system
See all reviews

What's New in My Plans by CBIZ

321.1.0

October 22, 2026

Version 321.0 provides you with: Security updates Bug fixes

More

User reviews

Most RecentHighest RatedLowest Rated

Need to do better

If you have to leave the app for any reason any information entered is immediately lost.
NRNickname Required2

Cbiz

The app is so easy to use. It is up to date within 24 hours.
6654la

Easy and Convenient

This app is easy to navigate and makes filing claims simple.
SStacieGo

Great App!

This app makes filing claims with CBiz super easy to do on the spot. No worries about organizing receipts-I just make the claim and send receipts in the moment.
HHksiydkhc

Easy

Very easy to use! Great app.
Ccicchinomm
See 100 more reviews

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User experience

🐞

Reported Bugs

4 issues

App crashes when navigating back or switching between tabs

Bug

Login screen freezes and app becomes unresponsive

Bug

Issues with uploading receipts and submitting claims

Bug

Inconsistent app performance after recent updates

Bug
✨

Requested Features

4 requests

Allow PDF uploads instead of just photos

Feature

Improve app stability and reduce crashes

Feature

Simplify the login and claim submission process

Feature

Provide better visibility into account balances and claim status

Feature

FAQ

What does the My Plans by CBIZ app do?

The My Plans by CBIZ app allows users to manage their Health Savings Accounts (HSA), Health Reimbursement Arrangements (HRA), and Flexible Spending Accounts (FSA). It provides quick access to account balances, details, and enables users to submit claims and manage transactions on the go.

What are the key features of the My Plans by CBIZ app?

Key features include checking account balances 24/7, viewing account summaries and claims requiring receipts, filing claims for medical FSA and HRA, uploading pictures of receipts for claims, managing HSA transactions, and paying bills. It also offers options to report a debit card as lost or stolen.

Is the My Plans by CBIZ app free to use?

Yes, the My Plans by CBIZ app is free to download and use. It does not have in-app purchases or advertisements, making it a completely free tool for managing your health benefit accounts.

What devices is the My Plans by CBIZ app compatible with?

The description does not explicitly state compatibility with specific operating systems (iOS or Android). However, as a mobile application, it is designed to be used on smartphones and tablets. Users can typically find it on their device's respective app store.

How can I use the My Plans by CBIZ app to manage my health benefits?

You can use the app to easily check your available balances, view charts summarizing your account(s), and see any claims that require receipts. For additional time-saving options, you can file claims, upload receipt pictures, manage HSA transactions, and pay bills directly through the app.