First-time users:

  1. Go to
  2. Click "Get Started"
  3. Enter credentials

Returning users:

  1. Go to
  2. Enter your login ID and password
  3. Enter credentials


  1. On the Home Page, you may simply select “File Claim Reimbursement” or “Send Payment under the “I want to...” section, OR from any page on the portal, expand the Accounts tab on the top of the screen.

  2. The claim filing wizard will walk you through the request including entry of information, payee details and uploading a receipt.

  3. For submitting more than one claim, click Add Another, from the Transaction Summary page.

  4. When all claims are entered in the Transaction Summary, agree to the terms and conditions click Submit to send the claims for processing.

  5. The Claim Confirmation page displays. You may print the Claim Confirmation Form as a record of your submission. If you did not upload a receipt, you can upload the receipt from this screen or print a Claim Confirmation Form to submit to the administrator with the required receipts. 


NOTE: If you see a Receipts Needed link in the Tasks section of your Home Page, click on it. You will be taken to the Claims page where you can see the claims that require documentation. You can easily upload the receipts from this page or use one of your Mobile Quick Receipts.

For current Account Balance only, on the Home Page, see the Accounts section.


For all Account Activity, click on the Accounts tab from the Home Page to bring you to the Account Summary page. Then you may select the underlined dollar amounts for more detail. For example, click on the amount under “Eligible Amount” to view enrollment detail.

NOTE: You can see election details by clicking to expand the line item for each account.

  1. From the Home Page, click on the Accounts Tab, and then click on the Claims link to see your claims history. You can apply filters from the top of the screen. You can filter by plan year, account type, claim status or receipt status.

  2. By clicking on the line of the claim, you can expand the data to display additional claim details.

  1. From the Home Page, under the Accounts tab, click Payments. You will see reimbursement payments made to date, including debit card transactions.
  2. By clicking on the line of a payment, you can expand the data to display additional details about the transaction.
  1. From the Home Page, under the Accounts Tab, click the Banking link.

  2. Under the Debit Cards column, click Report Lost/Stolen or Order Replacement and follow instructions.

  1. From the Home Page, under the Accounts Tab, you will find links to update profile information including profile summary details, dependents, and beneficiaries.

  2. Click the appropriate link under Profile for your updates: Update Profile or Add/Update Dependent or Add Beneficiary. Some profile changes will require you to answer an additional security question.

  3. Complete your changes in the form.

  4. Click Submit

The fastest way to get your money is to sign up online for direct deposit to your personal checking account. Before you begin, make sure that your employer is offering direct deposit setup online.

  1. From the Home Page, under the Tools & Support tab, click Change Payment Method under the “How Do I” section

  2. Select Update for the appropriate plans. Update the secondary reimbursement method to Direct Deposit.

  3. Enter your bank account information and click Submit.

  4. The Payment Method Changed confirmation displays.

  5. You will be notified on the portal to look for a small transaction or “micro- deposit” in your designated bank account in the next couple of days to enter online, which will validate your account.

  1. From the Home Page, click on the Accounts Tab, and click Login Information.

  2. Follow instructions on the screen. (For a new account, the first time you log in, you will be prompted to change the password that was assigned by your plan administrator. Follow the instructions.)

  3. Click Save.