The Chard Snyder Mobile App
Available in the App Store or Google Play 1. Open the app and enter the same username and password you use to access your Chard Snyder account online 2. Continue accessing the mobile app using Face ID, Touch ID, or username and password Download the Chard Snyder Mobile App today! Want a simple, easy way to manage your Chard Snyder benefit accounts from anywhere? Designed so you can quickly find what you need most, the Chard Snyder Mobile App lets you securely access your benefit accounts with the touch of a finger. The Chard Snyder Mobile App provides on-the-go access to all your benefit accounts:
I Want To Section Quickly take a number of actions, from making payments to scanning items for eligibility, and more! Depending on your plan, you will see: • Reimburse Myself • Scan Item for Eligibility • Manage Expenses • View and Upload Receipts Tasks Section Items that need your attention are listed here. You may see a reminder to submit a receipt for a recent transaction. Just click on the item to view more information. Account Overview Section Quickly view detailed information concerning your account(s), like recent claim transactions. My Accounts Section All of your accounts are listed here, so you can view balance information right away. Click on the account name to see more specific account details and claim status.
Download from the App Store or Google Play. Use on your smartphone or tablet device of choice.
My Accounts
I Want To
Access your Chard Snyder Mobile App using Face ID, Touch ID, or username and password.
Tasks
Top Features • Submit FSA claims with receipt images using your phone’s camera • Catalog past and current receipts using your phone’s camera • Enter your bank account for seamless transfers • Scan any product for eligibility using your phone’s camera (Plan restrictions may apply) • Report your benefits card lost or stolen • Enable Face ID or Touch ID for easy, secure access
Account Overview
Profile
Log Out
Home
Home Button Home takes you to the main screen from any place in the app. Profile Button
View your plan documents (plan summaries, tax documents, statements, etc.), report your Chard Snyder Benefits Card lost or stolen, change your username and password, update notification preferences, and find information on how to contact Chard Snyder.
www.chard-snyder.com
Page 5
©2024, Chard Snyder & Associates, LLC. All rights reserved.
Made with FlippingBook interactive PDF creator