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How to Access Your Plan Details on the myHSA Employee Dashboard
How to Access Your Plan Details on the myHSA Employee Dashboard
Danielle Constantine avatar
Written by Danielle Constantine
Updated over 2 weeks ago

If you're looking to understand the specifics of your myHSA account,we make it easy to access all relevant details directly from your employee dashboard. This article will guide you through locating your plan information, including your benefit period, claim submission deadlines, eligible expenses, and more.

Step 1: Log into Your Employee Dashboard

Access your myHSA account via the app or website using your login credentials. Once logged in, navigate to the Dashboard.

Step 2: Locate Your Plan Overview

On the dashboard, you'll see an option for My Plan Information . Here, you can click the little plus icons next to different sub-items to view your specific plan type (e.g., myFlexplan), benefit period, and dependent coverage information.

Click the Plus Icon next to each item to see the details!



You can also click "See Full Employee Plan Information" which will bring you to a new page with a downloadable PDF!


Click the red "PDF" icon to download your own customized booket:



Step 3: Review Your Eligible Expenses


In your dashboard, the Covered Items section provides a complete list of eligible expenses. You can click the plus icon next to each major category to see what it specifically includes. This shows you items that can be claimed under your HSA, such as dental, extended health, and vision services.


Step 4: Check Your Balance and Submission Deadlines

Your Dashboard and Plan Details also display your current balance and any carryover amounts. You can view the Claim Submission Deadlines to ensure that you submit expenses before the end of the benefit year or any grace period if provided.

We try to make it easy for you to find all the information you need in order to maximize your benefit!

If you have questions, myHSA’s support team is available via live chat and email! Reach out to support@getmyhsa.com or open a live chat in the bottom right corner of any page.

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