Rodney Mason
GBCall, real people, real help! When I transferred to Lively from my former employer's HSA, it is a long and difficult process. Primarily from the HSA providers who are being asked to give up the funds to Lively. I had to go through this several times and each time I called Lively, got a person in short time and was helped immediately and they took care of getting the funds transferred. They also allow my TD Ameritrade (now becoming Charles Schwabb) to invest my funds and provide me advice.
Rahul Jain
GBGreat 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.
Peggy Sherman
GBPretty dang easy I found this app and signing up very easy. I haven’t had to use my hsa yet, but my expectations is .. it will be seamless too. Thank you
GingerSnap
What is Trustpilot What is Trustpilot. I don't know anything about it. Didn't sign up for it
Lauria Grant III
GBEasy & Scalable After quite a bit of research, I decided to roll my HSA to Lively for a few reasons that did not disappoint. 1. Opportunity to have integration with Charles Schwab for future investing. 2. Easy to navigate their interface. (Desktop & Mobile) 3. Customer Service was super helpful with my initial questions to move funds to them.