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
Juan
GBEvery 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.
Patrick F
GBThe user experience The user experience, robust investment options, free to save, ability to link other credit cards to find lost savings, and the amazing service teams that back it all up. I can go on and on.
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.