Viewing Pre-Tax Account Balances - Employee

Viewing Pre-Tax Account Balances - Employee

If your employer administers Pre-Tax benefits through BerniePortal, you can view your Pre-Tax account balances on your home page. From the same Pre-Tax tab, you can also open WEX to reimburse yourself, view expense history, or manage your account.

To view Pre-Tax account balances:
  1. Log in to BerniePortal (https://app.bernieportal.com/en/login).
  2. In the left menu, select Home.
  3. On the home page, locate the BENEFITS panel in the middle of the screen (do not select Benefits in the left menu). Select the Pre-Tax tab.
  4. Review the BENEFIT TYPE and BALANCE columns for each Pre-Tax benefit listed for your account.
From the Pre-Tax tab, you can also:
  • Select REIMBURSE MYSELF to submit a reimbursement in WEX (opens in a new tab).
  • Select EXPENSE HISTORY to view your expense history in WEX (opens in a new tab).
  • Select MY ACCOUNT to open additional account options in WEX (opens in a new tab).
The Pre-Tax tab appears when BerniePortal can load your Pre-Tax balances. If you do not see Pre-Tax, Pre-Tax balances are not available in BerniePortal for your account.