Proficient Connect

Proficient Connect

by SBS Administrative Services

389 ratings
23 reviews

Archived App (Last seen on 4 Jun 2026)

This is an archived listing of the app previously available on the App Store.

Although the app is no longer distributed by Apple, you can still view its description, screenshots, version history, ratings, and metadata for reference.

Details

  • Released
  • Updated
  • September 16, 2013
  • February 18, 2026

Features

Proficient Connect screenshot #1 for iPhone
Proficient Connect screenshot #2 for iPhone
Proficient Connect screenshot #3 for iPhone
Proficient Connect screenshot #4 for iPhone
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About

Manage your consumer-driven healthcare and tax-favored benefit accounts from a single mobile app. View account balances, recent transactions, and fund your HSA. Securely access your information with advanced authentication and manage dependent details.

Manage benefit account balances and details
View recent transactions
Fund HSA accounts
View email alerts
Contact administrator
View demographic and dependent details
View card details and PIN
Show original description

What's New in Proficient Connect

26.02.00

February 18, 2026

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

User reviews

Proficient Connection’s a great HSA PROGRAM

This company has been a good one to reimburse or to pay for and manage our employer’s IRS/SBS fund with it’s eligible services and products.

Can’t upload files

This app won’t upload files. They nit pick every single charge. Annoying.

I love this app- which says a lot for it being a practical need

Well designed, easy to understand what to do, makes an intimidating topic easy to handle, I’m happy to use it -great app!

Excellent- get things done

So easy to use- gets these important things done and off my to do list. Also backed by excellent customer service when needed.

App is broken

You can’t click the button to add an expense. Total trash.

FAQ

What does Proficient Connect do?

Proficient Connect serves as a central hub for users to manage their consumer-driven healthcare and other tax-favored benefit accounts. It allows for easy access to account balances, transaction history, and the ability to fund accounts like HSAs.

What are the key features of Proficient Connect?

Key features include viewing benefit account balances and details, checking recent transactions, funding HSA accounts from external banks, viewing email alerts, contacting administrators, and managing demographic and dependent information. Users can also view card details and PINs.

Is Proficient Connect free to use?

The application is free to download and use. However, it does contain advertisements, as indicated by its ad-supported monetization model.

How do I log in to Proficient Connect?

You can use the same username and password that you use for the online portal. There is no need to register your mobile device separately; simply download the app, log in, and begin managing your accounts.

What kind of accounts can I manage with Proficient Connect?

You can manage consumer-driven healthcare accounts and other tax-favored benefit accounts. This includes Health Savings Accounts (HSAs), allowing you to view balances, transactions, and fund them directly from your bank accounts.