I need to close my lively account I need to close my lively account. It's been great, but all my money is invested in TDAmeritrade, and I'm not staying with Schwab when they take things over, but instead will be using a different firm to invest my HSA that is both an HSA account and investment firm. Please tell me how to close it as easy as possible and ASAP. Thanks again for your great experience and regret needing to move on!

I can invest the whole balance anyway I want. The best thing is I can invest the whole HSA balance with TDAmeritrade (Schwab soon) using any stock or ETF I want. The HSA my employer set up had about 12 stogy mutual funds and I had to leave 1 or 2 thousand uninvested. The web site is easy to use. I recommend Lively to my family and friends. And it is a Y-combinator company, a big green flag for me.

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!

Pretty 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

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!