ABA Mobile vs Clear Trail Advisors

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 • Use Touch ID or Face ID to quickly log in to the mobile app 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 • View your statements and notifications • Scan product barcodes to determine their eligibility Provides Additional Time-Saving Options (if supported or applicable to your account(s)) • File a claim towards your 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 • Manage your expenses by entering medical expense information and supporting documentation • Retrieve your forgotten username/password • Report a debit card as lost or stolen Powered by WEX Health®

The Clear Trail Advisors mobile application provides authorized clients with secure, convenient access to their financial portfolio and key account information through a simple, intuitive interface. Clients can view portfolio balances, investment performance, account holdings, and other important financial details anytime, anywhere. The app is designed to support clarity and transparency, helping you stay informed and connected to your financial plan. Clear Trail Advisors is an independent wealth management firm based in Houston, Texas. The firm serves high net worth families with a focus on retirement planning, income focused portfolio construction, and tax efficient strategies tailored to the needs of the “millionaire next door.” Clear Trail Advisors is led by Chairman Randy Price, CEO Matt Price, and President Matthew Kerns, and is committed to delivering objective, fiduciary advice. Requirements: You must be an authorized Clear Trail Advisors client with approved access to the mobile application. Access credentials are provided by Clear Trail Advisors. If you would like to request access or have questions regarding eligibility, please contact Clear Trail Advisors directly.