Forma: Flexible Benefit Suite 

Having Forma has been a God send. Is allow me options when making purchases

Without telling all my business, i’ll just say this app literally just changed my life

We used our Lifestyle money towards a Europe Cruise… Best vacation ever!

Have to login every time I open the app

App is great other than the “get magic link” and having to type in my credentials every time. Can login be streamlined?

Signs me out every time after a few hours

Simple Ui makes things realistically easy to use

Our company switched to Forma recently. Right off the bat I could tell it was missing a few features. For eg I could not log in from my personal account to access my account. The HSA account is still going to be be mine after I leave my employer so I see no reason why it cannot be accessed by my personal email. It forces you to use employer sso which is very limiting. 2. No automatic investment plan. Have to manually invested money accumulated in HSA. This is a major drawback.

They keep asking me for receipts a week after using my card at CVS pharmacy. Never had this problem with any of the older “legacy” FSA administrators. The app is prettier but I’ve never had to use any FSA apps because the card just worked. Now I have to use this app and scramble to find old receipts every single time I use the card. AND it signs out after a day.

this can’t be that hard to make a persistent auth