Participant Guides

User guides for Participants with access to Planability.

• How do I login to my Planability account?
• How do I view my Plan and Budget?
• View my Goals
• How do I view my Monthly Plan Report (Statement)?
• How do I view my claims?
• How do I share my Plan with my Plan Manager?
• My Plans
• Participant login: Forgot Password or User Name
• View my Profile
• Change my Password