Free

Details

  • Released
  • Updated
  • June 11, 2014
  • December 3, 2025

Features

My Plans by CBIZ screenshot #1 for iPhone
My Plans by CBIZ screenshot #2 for iPhone
My Plans by CBIZ screenshot #3 for iPhone
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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
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What users say

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What's New in My Plans by CBIZ

310.17.0

December 3, 2025

Version 310.0 provides you with: Security updates Bug fixes

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User reviews

Easy

Very easy to use! Great app.

App needs to tone it down

I get the need for a secure app and site, but every time i log into yhis anymore, i have to remember my user name, password and then jump thru hoops changing my password ... and your app wont let you see what youve typed so a small error becomes a nightmare.
Then when youve finally submitted your claim.., im lucky if its accepted because 99% of my claims have been denied ... and dont even get me started on the debit card system of this company..
Pathetic is as nice of an explaination as i can give you and customer support is terrible.
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Not user friendly

Entering receipts is not straightforward, categories don’t have OTC as a selection. Submitting items is difficult, have to save for later and then go back in to submit

It’s hard to follow up on

I wish we could talk to reps from the app

Easy to use!

Fast & easy to use!

Developer apps

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.