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 under BENEFITS. 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. On your home page, in the BENEFITS area, select the Pre-Tax tab. If Election Cost is selected, switch to Pre-Tax.
  3. 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.

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