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.

Call, 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.

Great 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.

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!

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.