# My Plans by CBIZ

> Mobile app for managing health benefit accounts like HSA, HRA, and FSA. (iPhone/iPad app by CBIZ Benefits & Insurance Services.)

- Source: https://appshunter.io/ios/app/my-plans-by-cbiz/id883687263 (this page in markdown: same URL + `.md`)
- Developer: [CBIZ Benefits & Insurance Services](https://appshunter.io/developer/883687266)
- Category: Health & Fitness, Finance
- Price: Free
- Rating: 4.40/5 from 363 App Store ratings · 104 written reviews indexed
- Age rating: 17+
- Requires: iOS 17.0 · 29 MB
- Languages: American English
- Released: 2014-06-11
- Data updated: 2026-08-29
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/my-plans-by-cbiz/id883687263/reviews.md

## What is My Plans by CBIZ?

Save time and hassles while making the most of your HSA, HRA, and FSA health benefit accounts by quickly checking your balances and details. Our secure app makes managing your health benefits easy through real-time access and intuitive navigation to all your important account information on the go!  Powerful features of the app include:

Easy, Convenient & Secure
•	Simply login to the intuitive app using your same health benefits website username and password (or follow alternative instructions if provided) 
•	No sensitive account information is ever stored on your mobile device

Connects You with the Details 
•	Quickly check available balances 24/7 
•	View charts summarizing account(s) 
•	View claims requiring receipts
•	Click to call or email Customer Service

Provides Additional Time-Saving Options (if supported or applicable to your account(s))  
•	File a claim towards your medical FSA and HRA
•	Take or upload a picture of a receipt and submit for a new or existing claim
•	View, contribute and distribute HSA transactions
•	Pay bills from any account and add a payee
•	Using the Dashboard, enter medical expense information and supporting documentation
•	Retrieve your forgot username/password
•	Report a debit card as lost or stolen


Powered by WEX Health®

## Key features

- 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

## What do users think of My Plans by CBIZ?

Overall sentiment: neutral

**Pros**

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

**Cons**

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

**Commonly reported bugs**

- App crashes when navigating back or switching between tabs
- Login screen freezes and app becomes unresponsive
- Issues with uploading receipts and submitting claims
- Inconsistent app performance after recent updates

**Most requested features**

- Allow PDF uploads instead of just photos
- Improve app stability and reduce crashes
- Simplify the login and claim submission process
- Provide better visibility into account balances and claim status

## Recent user reviews (10 of 104)

All indexed reviews: https://appshunter.io/ios/app/my-plans-by-cbiz/id883687263/reviews.md

### 5/5 — Cbiz

*2026-07-01, version 310.17.0*

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

### 5/5 — Easy and Convenient

*2026-06-23, version 310.17.0*

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

### 5/5 — Great App!

*2026-06-10, version 310.17.0*

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.

### 5/5 — Easy

*2026-04-26, version 310.17.0*

Very easy to use! Great app.

### 2/5 — App needs to tone it down

*2026-03-20, version 310.17.0*

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.

### 1/5 — Not user friendly

*2026-03-09, version 310.17.0*

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

### 2/5 — It’s hard to follow up on

*2026-03-07, version 310.17.0*

I wish we could talk to reps from the app

### 5/5 — Easy to use!

*2026-02-02, version 310.17.0*

Fast & easy to use!

### 5/5 — Easy to use, accurate and very helpful

*2026-01-27, version 310.17.0*

One of the easiest programs I have used and when I need help you always reach a human with fast results.

### 1/5 — poor quality

*2026-01-21, version 310.17.0*

direct deposit not function. many denials with card then have to submit manually for allowable expenses

## Frequently asked questions about My Plans by CBIZ

### 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.

## Version history (last 5 releases)

### 317.15.0 — 2026-08-13

Version 317.0 provides you with:

Security updates
Bug fixes

### 310.17.0 — 2025-12-03

Version 310.0 provides you with:

Security updates
Bug fixes

### 20.6.0 — 2025-07-22

Version 20.0 provides you with:


Enhanced security updates
Bug fixes

### 20.4.0 — 2025-04-08

Version 20.0 provides you with:


Enhanced security updates
Bug fixes

### 18.2.0 — 2024-11-07

Version 18.2 provides you with:


Enhanced security updates
Bug fixes

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## More apps by CBIZ Benefits & Insurance Services

- [CPS Comp Tool - LCMS Churches](https://appshunter.io/ios/app/cps-comp-tool-lcms-churches/id1385982567)
- [CBIZ Events](https://appshunter.io/ios/app/cbiz-events/id1469478362)
- [CBIZ Health Claims](https://appshunter.io/ios/app/cbiz-health-claims/id6474334612)

All apps by CBIZ Benefits & Insurance Services: https://appshunter.io/developer/883687266

## Related topics

[cbiz](https://appshunter.io/ios/topics/cbiz) · [my plans by cbiz](https://appshunter.io/ios/topics/my-plans-by-cbiz) · [my plans ink](https://appshunter.io/ios/topics/my-plans-ink) · [cbiz health claims](https://appshunter.io/ios/topics/cbiz-health-claims)

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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 2026-08-29.*