My Benefits Accounts vs Control Source Mobile

My Benefits Accounts is a mobile app from PlanSource that will allow you to manage your account(s) with ease and convenience. This app shares user authentication with the PlanSource Participant Portal, so as long as you are a registered user with the PlanSource Participant Portal you will be able to download the My Benefits Accounts app and log in to immediately gain mobile access. Benefits of the My Benefits Accounts app: • View your balance anytime • Take a picture of a receipt and upload it to substantiate a purchase • Set up customizable alerts • Look at your transaction history • Receive help from PlanSource Security Details: • No personal information pertaining to your account(s) will be stored on your device • Picture, Passphrase, device recognition and challenge questions are used for user authentication

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®