Click on the link sent to you in your Welcome Email, or use the link below to login
Login to Planability to view your Plan Budget, Claims and Statements.
You will have access to real-time information putting you in more control of your Plan.
Where do I login?
You can login at any time, on any device from the link below:
Your account has been created for you to view your Plan through Planability. You can view your Budget and your Goals, any up-to-date spend, view your Monthly Plan Reports (Statements) as well as the status of any invoices that have been entered by your Plan Manager.
- Lookout for an email with your Planability login credentials. The subject line will include "Welcome to Planability". Use the link in the email to login, entering your Username and Password.
- Your Username is usually your firstname.lastname eg., frank.smith
- We suggest you bookmark the login page so it is easy to find from your browser.
- If at any stage you cannot remember your password or Username, please use the links on your account Sign-In page. Read Forgot Password or user Name for full instructions.
Next Article: My Plan Summary
Alternative Articles: View my Profie / Change my Password