My Benefits Accounts 4+


Designed for iPad

    • 2.5 • 67 Ratings
    • Free



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

What’s New

Version 22.05.00

• Ability to Change Password from Profile Screen
• Addition of Completed HSA Bill Pays to Account Activity
• Various Usability Improvements

Ratings and Reviews

2.5 out of 5
67 Ratings

67 Ratings

Schroederwood ,


Normally the only issue I have with the app is the login messages: not able to be reviewed unless you close them all out and navigate to your messages. Or it will close them all out on its own when you press skip. However the last two days t keeps asking me to download the most recent version of the app over and over again. I’ve deleted the app twice and reinstalled. No luck.

KJoyDis ,

Bug/Glitch also

This is a repeat of the other comment but the app had been working beautifully and suddenly it has told me to be sure and use the most recent updated version. So I have also uninstalled and reinstalled the app multiple times, only to have the same error again and again. Very frustrating.

BettyZ1980 ,


I thought this app has been great. Now I can’t even submit my receipt because I can’t even login. Keeps asking me to download the latest version of the app. I am already up to date. Please fix.

App Privacy

The developer, Plansource, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.

Data Linked to You

The following data may be collected and linked to your identity:

  • Financial Info
  • Location
  • Contact Info
  • User Content
  • Search History
  • Identifiers
  • Usage Data

Privacy practices may vary, for example, based on the features you use or your age. Learn More


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