My Plans by CBIZ makes managing your HSA or FSA simple. Access it via the online portal at MyPlans.CBIZ.com or via the mobile app which allows you to manage your account securely from anywhere at any time. Get a brief overview of key features with our Mobile App Guide.
Download the app on Google Play or IOS App Store today
Filing a claim should be easy and stress free. CBIZ makes it simple to file claims and submit receipts. Use this guide to learn more about the seamless process.
Finding and choosing healthcare products can be confusing and time consuming. CBIZ Health Shopper helps you find the products you need quickly and easily while only listing FSA and HSA eligible products. Access Health Shopper via the My Plans by CBIZ online portal or mobile app.
Use this video to help you add your benefits debit card to your mobile wallet so you can easily and securely make purchases.
The Direct Deposit feature in the My Plans by CBIZ portal and mobile app is the fastest way to get reimbursed for eligible flexible spending expenses. Use our step-by-step guide to help you set up direct deposit.
Within the My Plans by CBIZ mobile app, CBIZ makes creating a claim for reimbursement and tracking eligible expenses easy. Simply scan your explanation of benefits (EOB) right from your phone.
There are many different ways to make the most of your HSA investments. Your My Plans by CBIZ Investment Portal is a one-stop shop for 24/7 to view your information and manage your investments. Explore the countless benefits of the Investment Portal with this guide.