---
title: "My Plans by CBIZ - Reviews, Revenue and Downloads in United States | Apple App Store"
description: "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 thr"
---

# My Plans by CBIZ — United States

![My Plans by CBIZ App Icon](https://is1-ssl.mzstatic.com/image/thumb/Purple211/v4/b3/26/f5/b326f558-fd98-88a6-0cbc-272fc7e549d8/AppIcon-0-0-1x_U007emarketing-0-4-0-85-220.png/434x0w.png)

**Developer:** [CBIZ](https://apptail.io/developer/cbiz-VVSb)
**Category:** Health Fitness
**Rating:** 4.4/5 (340 ratings)
**Price:** Free
**Bundle ID:** com.evolution1.1mobile.bis
**Store:** Apple App Store
**Country:** United States
**Version:** 310.17.0 (released 2025-12-03)
**Original Release:** 2014-06-11
**Languages:** English

**App Store Link:** [Download on Apple App Store](https://apps.apple.com/us/app/app/id883687263)
**AppTail Page:** [https://apptail.io/app/my-plans-by-cbiz-nNsb/united-states](https://apptail.io/app/my-plans-by-cbiz-nNsb/united-states)

## My Plans by CBIZ Description
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®

## My Plans by CBIZ Screenshots
- [Screenshot 1](https://is1-ssl.mzstatic.com/image/thumb/PurpleSource116/v4/f3/55/56/f355560d-e5a1-b3b9-ba22-02876c2b4eaf/abde5ba5-be13-4a16-a1bc-f0f407bf7db4_iPhone_X_Home.png/1242x2688.png)
- [Screenshot 2](https://is1-ssl.mzstatic.com/image/thumb/PurpleSource126/v4/20/f0/43/20f043ee-9f5e-4498-a989-e557384a7e03/7ed528fc-635f-4156-a02e-5c238d327b56_iPhone_X_Dashboard.png/1242x2688.png)
- [Screenshot 3](https://is1-ssl.mzstatic.com/image/thumb/PurpleSource126/v4/06/e0/2a/06e02aa5-f35c-aed4-b483-f8db9764c0d6/8d2a3416-cc8c-4706-bd69-47687d208fa9_iPhone_X_Investments.png/1242x2688.png)
- [Screenshot 4](https://is1-ssl.mzstatic.com/image/thumb/PurpleSource126/v4/ea/a7/c5/eaa7c55a-d9da-e440-e57d-4f69aca760e4/56babbc2-bab6-48de-9342-c5af6cf563eb_iPhone_X_AcctActivity.png/1242x2688.png)

## My Plans by CBIZ Rating Breakdown in United States
- 5 stars: 272 (80%)
- 4 stars: 14 (4%)
- 3 stars: 10 (3%)
- 2 stars: 11 (3%)
- 1 stars: 33 (10%)

## My Plans by CBIZ Reviews in United States

### **--- "App needs to tone it down"
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.
-- ChrisPounds63, 2026-03-20

### *---- "Not user friendly"
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
-- Ella_108, 2026-03-09

### **--- "It’s hard to follow up on"
I wish we could talk to reps from the app
-- Gabyyyy_, 2026-03-07

### ***** "Easy to use!"
Fast & easy to use!
-- Grover's Girl, 2026-02-02

### ***** "Easy to use, accurate and very helpful"
One of the easiest programs I have used and when I need help you always reach a human with fast results.
-- jthomasben, 2026-01-27

### *---- "poor quality"
direct deposit not function. many denials with card then have to submit manually for allowable expenses
-- Cadia Rnr, 2026-01-21

### ***** "Easy to file a claim"
Very easy to use app. Walk you through the claim step by step. Allow to take a picture of receipt instead of scanning receipts through a scanner.
-- GaryWang101, 2026-01-21

### ***-- "Average app"
The app gets things done. Tanza made things unnecessarily complicated for reimbursements. Should be able to pull up information straight from the receipt. I get five stars in 2010. In 2025 it is mediocre.
-- Atillius, 2025-11-11

### ***-- "Improvements needed"
Not really user friendly
-- RowdyE, 2025-08-01

### *---- "Worst app ever and even worse customer service"
Terrible.
-- 1736685002764, 2025-05-08

[View all My Plans by CBIZ reviews and detailed analytics on AppTail](https://app.apptail.io/signup?utm_campaign=ai-crawl&utm_content=reviews)



## My Plans by CBIZ Discovered Keywords
- car expense log

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## My Plans by CBIZ Available In
- [United States](https://apptail.io/app/my-plans-by-cbiz-nNsb/united-states)
- [Canada](https://apptail.io/app/my-plans-by-cbiz-nNsb/canada)

---

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