Lively

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4.60
Based on 20 Reviews

5

90.00%

4

0.00%

3

0.00%

2

0.00%

1

10.00%
About Lively

Lively is the benefits solutions provider that GETS IT RIGHT. Open HSA Individuals Employers Brokers We designed our solutions to take the guesswork out of managing benefits. And our innovative features are grounded in your everyday needs and circumstances. That’s why our experience is optimized to put you in control at every step. Managing your wellness and wealth takes more than a series of transactions. By combining robust features with unparalleled service, we make benefits effortless, even when your time and energy are limited. With Lively, maximizing your benefits is as simple as it should be. Lively is the modern Health Savings Account Provider. Lively helps people prepare for tomorrow by making smart decisions about finances and healthcare today. Make the most of your healthcare savings while working towards your financial goals. Lively HSAs are free for individuals and families, so you never have to worry about hidden costs. Put your money to work with peace of mind: Lively HSAs are FDIC-insured* and use bank-grade security. Support when you need it. Whether you’re saving, spending, or investing, we’re here when you need us.

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Rahul Jain
GB

Great alternative to continuing inactive employer sponsored account Switched from an employer sponsored account that charged a monthly fee and had limited investment options to Lively. Very happy so far.

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Juan
GB

Every one that is able to participate should. The biggest positive about Lively aside from automatic deposit from my bank was the tax savings at the end of the year. Easily able to submit my receipts with the Lively card or with my own for future reimbursement. I wish I had started sooner but I'm glad I finally did.

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Joe C
GB

Don't bother! Like an earlier review, my new account was denied by their "security team" - which is laughable as I have excellent credit and have never been denied for any financial product in my life. I had a six figure HSA balance I was looking to transfer. These guys are jokers - just skip them and go with Fidelity!

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Marianna
GB

BEST Customer Service This is the most refreshing Customer Service experience ever! I have called three or four times over the past year and each and every time I get a knowledgeable, friendly, professional agent (who is also a regular English-speaking individual). They have answered my questions or solved my problem every single time. Thank you, Livelyme for hiring the best Team ever and for making it way easier for the end user to get real help directly from the source. I highly recommend them to anyone who has or needs an HSA. I hope they're around forever! Thanks, guys.

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Moira Eberle
GB

Lively makes your HSA easy… Lively makes the entire HSA process easy. Through connection with an investment account or use of a debit card to pay expenses, Lively let’s you use your HSA your way. I looked into several ways of using my funds in connection with my High Deductible Savings Plan, and Lively had everything I needed plus a simple, streamlined interface. Absolutely recommend!

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