Individual HSA by WEX
Free
17.0.0for iPhone, iPad and more
Age Rating
Individual HSA by WEX Screenshots
About Individual HSA by WEX
Keep tabs on your HSA by quickly checking your balances and details using our secure mobile app. With real-time access and intuitive navigation to all your important account information, our app includes the following features:
Easily Access Your Account
• 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
• Use Touch ID or Face ID to quickly log in to the mobile app
Review Account Details
• Quickly check available balances 24/7
• View charts summarizing account(s)
• View claims requiring receipts
• Click to call or email customer service
• View your statements and notifications
• Scan product barcodes to determine their eligibility
Other User-Friendly Features (if supported or applicable to your account(s))
• 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
• Manage your expenses by entering medical expense information and supporting documentation
• View and manage your HSA investments
• Retrieve your forgotten username/password
• Report a debit card as lost or stolen
Powered by WEX Health®
Easily Access Your Account
• 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
• Use Touch ID or Face ID to quickly log in to the mobile app
Review Account Details
• Quickly check available balances 24/7
• View charts summarizing account(s)
• View claims requiring receipts
• Click to call or email customer service
• View your statements and notifications
• Scan product barcodes to determine their eligibility
Other User-Friendly Features (if supported or applicable to your account(s))
• 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
• Manage your expenses by entering medical expense information and supporting documentation
• View and manage your HSA investments
• Retrieve your forgotten username/password
• Report a debit card as lost or stolen
Powered by WEX Health®
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What's New in the Latest Version 17.0.0
Last updated on Mar 25, 2024
Old Versions
Version 17.0 provides you with:
• Enhanced security updates
• Enhanced security updates
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Version History
17.0.0
Mar 25, 2024
Version 17.0 provides you with:
• Enhanced security updates
• Enhanced security updates
16.1.0
Nov 28, 2023
Version 16.1 provides you with:
• Bug fixes
• Bug fixes
15.0.0
Jul 12, 2023
Version 15.0 provides you with:
• Bug fixes
• Bug fixes
14.0.0
Oct 25, 2022
If supported and applicable, version 14.0 provides you with:
• Final Filing Date and Final Service Date Countdown: If enabled, adds final filing date and final service date counters for all types of notional plans displayed on mobile app.
• Final Filing Date and Final Service Date Countdown: If enabled, adds final filing date and final service date counters for all types of notional plans displayed on mobile app.
12.1.0002
Sep 9, 2022
If supported and applicable, version 12.0 provides you with:
• Workflow Enhancement: Updated language for main workflows to clarify actions available on our mobile app.
• One-Time Passcode: If enabled, this provides the ability to get a one-time passcode via SMS, Email, or Alternate email address.
• Push Notifications: If enabled, opt-in to receive notifications for: Receipt Reminder, HRA Contribution Notifications, Debit Card Suspend/Unsuspend, Debit Card Purse Suspend/Unsuspend.
• Workflow Enhancement: Updated language for main workflows to clarify actions available on our mobile app.
• One-Time Passcode: If enabled, this provides the ability to get a one-time passcode via SMS, Email, or Alternate email address.
• Push Notifications: If enabled, opt-in to receive notifications for: Receipt Reminder, HRA Contribution Notifications, Debit Card Suspend/Unsuspend, Debit Card Purse Suspend/Unsuspend.
12.1.0001
Sep 6, 2022
If supported and applicable, version 12.0 provides you with:
• Workflow Enhancement: Updated language for main workflows to clarify actions available on our mobile app.
• One-Time Passcode: If enabled, this provides the ability to get a one-time passcode via SMS, Email, or Alternate email address.
• Push Notifications: If enabled, opt-in to receive notifications for: Receipt Reminder, HRA Contribution Notifications, Debit Card Suspend/Unsuspend, Debit Card Purse Suspend/Unsuspend.
• Workflow Enhancement: Updated language for main workflows to clarify actions available on our mobile app.
• One-Time Passcode: If enabled, this provides the ability to get a one-time passcode via SMS, Email, or Alternate email address.
• Push Notifications: If enabled, opt-in to receive notifications for: Receipt Reminder, HRA Contribution Notifications, Debit Card Suspend/Unsuspend, Debit Card Purse Suspend/Unsuspend.
12.0.0
Jun 17, 2022
If supported or applicable to your account(s), our app version 12.0 provides you with:
● Workflow Enhancement: Updated language for main workflows to Reimburse Myself, Send Payment and Contribute to HSA to clarify actions available on our mobile app.
● One-Time Passcode: If enabled, this provides the ability for consumers to get a one-time passcode via either SMS, Email, or Alternate email address.
● Push Notifications: If enabled, consumers can opt-in to receive notifications, via the “Notifications Preferences” page, for the following: Receipt Reminder, HRA Contribution Notifications, Debit Card Suspend/Unsuspend, Debit Card Purse Suspend/Unsuspend.
● Workflow Enhancement: Updated language for main workflows to Reimburse Myself, Send Payment and Contribute to HSA to clarify actions available on our mobile app.
● One-Time Passcode: If enabled, this provides the ability for consumers to get a one-time passcode via either SMS, Email, or Alternate email address.
● Push Notifications: If enabled, consumers can opt-in to receive notifications, via the “Notifications Preferences” page, for the following: Receipt Reminder, HRA Contribution Notifications, Debit Card Suspend/Unsuspend, Debit Card Purse Suspend/Unsuspend.
10.1.2
Nov 17, 2021
If supported or applicable to your account(s), our app version 10.0 provides you with:
• Manage Notification Preferences: Allow your consumers to update how they receive notifications. Notifications available will be dependent on consumers’ enrolled plans.
• Manage Notification Preferences: Allow your consumers to update how they receive notifications. Notifications available will be dependent on consumers’ enrolled plans.
9.1.1
Oct 14, 2021
If supported or applicable to your account(s), our app version 9.0 provides you with:
● EOB Smart Scan: Upload a picture of your Explanation of Benefits (EOB) and using artificial intelligence (AI), Smart Scan will auto-fill all of the necessary information from the EOB to enable faster reimbursement.
● Remove Bank Account: Save time by using the mobile app to remove a bank account that you are no longer using.
● EOB Smart Scan: Upload a picture of your Explanation of Benefits (EOB) and using artificial intelligence (AI), Smart Scan will auto-fill all of the necessary information from the EOB to enable faster reimbursement.
● Remove Bank Account: Save time by using the mobile app to remove a bank account that you are no longer using.
9.1.0
Jul 31, 2021
If supported or applicable to your account(s), our app version 9.0 provides you with:
● EOB Smart Scan: Upload a picture of your Explanation of Benefits (EOB) and using artificial intelligence (AI), Smart Scan will auto-fill all of the necessary information from the EOB to enable faster reimbursement.
● Remove Bank Account: Save time by using the mobile app to remove a bank account that you are no longer using.
● EOB Smart Scan: Upload a picture of your Explanation of Benefits (EOB) and using artificial intelligence (AI), Smart Scan will auto-fill all of the necessary information from the EOB to enable faster reimbursement.
● Remove Bank Account: Save time by using the mobile app to remove a bank account that you are no longer using.
8.2.2
Jul 19, 2021
Discovery Benefits has been rebranded to WEX
8.2.0
Mar 17, 2021
If supported or applicable to your account(s), our app version 8.0 provides you with:
• Manage Bank Accounts: Add, activate, or update bank accounts right from your mobile device.
• Manage Bank Accounts: Add, activate, or update bank accounts right from your mobile device.
7.5.0
Nov 5, 2020
If supported or applicable to your account(s), our app version 7.0 provides you with:
• HSA Investment Transactions: Delivers an enhanced mobile consumer experience by providing additional HSA investment transactional capabilities similar to the Consumer Portal. This includes the ability for consumers to: realign their investment portfolio, make fund to fund transfers, perform one-time transfers between their cash and investment accounts, and more!
• PDF and Cloud Storage Upload: Provides consumers with enhanced document upload capabilities, enabling the ability to upload PDF documents. In addition, consumers can quickly access and upload documents via Cloud Storage options installed on their phone such as Dropbox and Google Drive.
• HSA Investment Transactions: Delivers an enhanced mobile consumer experience by providing additional HSA investment transactional capabilities similar to the Consumer Portal. This includes the ability for consumers to: realign their investment portfolio, make fund to fund transfers, perform one-time transfers between their cash and investment accounts, and more!
• PDF and Cloud Storage Upload: Provides consumers with enhanced document upload capabilities, enabling the ability to upload PDF documents. In addition, consumers can quickly access and upload documents via Cloud Storage options installed on their phone such as Dropbox and Google Drive.
6.6.100
Aug 19, 2020
If supported or applicable to your account(s), our app version 6.6 provides you with:
• Improved HSA Investments Capabilities – Stay up to date with your HSA Investment by viewing fund information
• Auto Investment Transfer – Adjust your auto investment transfer amount to ensure that you getting the most out of your HSA
• Improved HSA Investments Capabilities – Stay up to date with your HSA Investment by viewing fund information
• Auto Investment Transfer – Adjust your auto investment transfer amount to ensure that you getting the most out of your HSA
6.5.700
Apr 1, 2020
If supported or applicable to your account(s), our app version 6.5 provides you with:
•Add a Label – Help consumers stay organized by allowing them to add a descriptive label to receipts stored in the Receipt Organizer.
•Resources Screen – Provide a pre and/or post login screen configurable with links to external educational resources such as Health Shopper, Eligible/Ineligible Expense List, Login Information, and more!
•Add a Label – Help consumers stay organized by allowing them to add a descriptive label to receipts stored in the Receipt Organizer.
•Resources Screen – Provide a pre and/or post login screen configurable with links to external educational resources such as Health Shopper, Eligible/Ineligible Expense List, Login Information, and more!
6.4.200
Nov 5, 2019
If supported or applicable to your account(s), our app version 6.4 provides you with:
•New User Login – setup your account credentials to allow you quick access to your benefits
•Initiate Repayments – Pay back any overdrafts or denied claims through your mobile device
•New User Login – setup your account credentials to allow you quick access to your benefits
•Initiate Repayments – Pay back any overdrafts or denied claims through your mobile device
6.3.200
Jul 12, 2019
If supported or applicable to your account(s), our app version 6.3 provides you with:
•Receipt Organizer – Upload receipts to the Cloud and use them during any receipt-required process
•Rate the App – Easily provide feedback on your Mobile App Experience
•Receipt Organizer – Upload receipts to the Cloud and use them during any receipt-required process
•Rate the App – Easily provide feedback on your Mobile App Experience
6.2.100
Apr 30, 2019
If supported or applicable to your account(s), our app version 6.2 provides you with:
•Bug Fixes
•Usability Enhancements
•Bug Fixes
•Usability Enhancements
6.1.200
Nov 6, 2018
If supported or applicable to your account(s), our app version 6.1 provides you with:
•Identity Verification Document Upload: Provide documentation to your administrators to streamline the account opening process.
•View Statements & Notifications: Stay up-to-date on your account(s) by accessing your statements and notifications.
•Identity Verification Document Upload: Provide documentation to your administrators to streamline the account opening process.
•View Statements & Notifications: Stay up-to-date on your account(s) by accessing your statements and notifications.
6.0.100
Jul 13, 2018
If supported or applicable to your account(s), our app version 6.0.100 provides you with:
•Enhanced User Interface: The Mobile App has been redesigned from the ground up. This new sleek design will provide our consumers the best experience in Mobile technology.
•Eligible Expense Scanner: Allow your consumers to scan a product bar code to determine its eligibility based on the 213(d) list.
•HSA Investment Details: Display information to your consumer about their investments for their HSA.
•Enhanced User Interface: The Mobile App has been redesigned from the ground up. This new sleek design will provide our consumers the best experience in Mobile technology.
•Eligible Expense Scanner: Allow your consumers to scan a product bar code to determine its eligibility based on the 213(d) list.
•HSA Investment Details: Display information to your consumer about their investments for their HSA.
5.1
Apr 6, 2018
If supported or applicable to your account(s), our app version 5.1 provides you with:
•Enhanced Mobile Message Center – stay on top of your health accounts with additional messaging relevant to your plans.
•Accepting Agreements – Allow your consumers to accept custodial and administrative agreements from the Mobile App.
•Enhanced Mobile Message Center – stay on top of your health accounts with additional messaging relevant to your plans.
•Accepting Agreements – Allow your consumers to accept custodial and administrative agreements from the Mobile App.
5.0.100
Dec 21, 2017
If supported or applicable to your account(s), our app version 5.0 provides you with:
•Mark Expenses as Paid/Unpaid – keep track of your expenses by marking them as paid or unpaid.
•Mark Expenses as Paid/Unpaid – keep track of your expenses by marking them as paid or unpaid.
4.9
Jul 31, 2017
If supported or applicable to your account(s), our app version 4.9 provides you with:
•Dynamic and Enhanced Dashboard - provides the ability to pay manually created expenses from a consumer’s HSA or Notional Accounts
•No Immediate Logout from App - enables seamless navigation between the WEX Health Cloud Mobile app and other app(s) without immediate logout
•Dynamic and Enhanced Dashboard - provides the ability to pay manually created expenses from a consumer’s HSA or Notional Accounts
•No Immediate Logout from App - enables seamless navigation between the WEX Health Cloud Mobile app and other app(s) without immediate logout
4.8
Mar 27, 2017
If supported or applicable to your account(s), our app version 4.8 provides you with:
•Enhanced Consumer Dashboard functionality that includes all claims, expenses, debit card transactions, and HSA distributions in a consolidated view
•Ability to pay Explanation of Benefits (EOB) expenses
•Enhanced Consumer Dashboard functionality that includes all claims, expenses, debit card transactions, and HSA distributions in a consolidated view
•Ability to pay Explanation of Benefits (EOB) expenses
4.7
Dec 21, 2016
If supported or applicable to your account(s), our app version 4.7 provides you with:
•Enhanced Dependent Care and Transportation claim filing options
•Expense Tracker new “Dashboard” branding
•Ability to preview or remove receipt images
•Enhanced Dependent Care and Transportation claim filing options
•Expense Tracker new “Dashboard” branding
•Ability to preview or remove receipt images
Individual HSA by WEX FAQ
Click here to learn how to download Individual HSA by WEX in restricted country or region.
Check the following list to see the minimum requirements of Individual HSA by WEX.
iPhone
Requires iOS 15.0 or later.
iPad
Requires iPadOS 15.0 or later.
iPod touch
Requires iOS 15.0 or later.
Individual HSA by WEX supports English
