Sean Thayer
GBNotably better than Optum Notably better than Optum. I had an HSA with Optum for 12 years and so far Lively is excellent!
Manabu in SF
ITGreat service!! The customer service representatives are knowledgeable and do everything possible to be sure questions are fully and correctly answered. That gives me so much confidence in the company. The website is easy to use and the request for reimbursement process is fast and efficient.
Mark
GBLively has a fantastic user interface… Lively has a fantastic user interface and a great product. Theirs is the first HSA I felt like I could trust, and so I continue to use it over the one provided by my company.
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.
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.