Lively

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4.60
Based on 20 Reviews

5

90.00%

4

0.00%

3

0.00%

2

0.00%

1

10.00%
About Lively

Lively is the benefits solutions provider that GETS IT RIGHT. Open HSA Individuals Employers Brokers We designed our solutions to take the guesswork out of managing benefits. And our innovative features are grounded in your everyday needs and circumstances. That’s why our experience is optimized to put you in control at every step. Managing your wellness and wealth takes more than a series of transactions. By combining robust features with unparalleled service, we make benefits effortless, even when your time and energy are limited. With Lively, maximizing your benefits is as simple as it should be. Lively is the modern Health Savings Account Provider. Lively helps people prepare for tomorrow by making smart decisions about finances and healthcare today. Make the most of your healthcare savings while working towards your financial goals. Lively HSAs are free for individuals and families, so you never have to worry about hidden costs. Put your money to work with peace of mind: Lively HSAs are FDIC-insured* and use bank-grade security. Support when you need it. Whether you’re saving, spending, or investing, we’re here when you need us.

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Amit Bhatnagar
GB

No inactive account fees+trading with Charles Schwab No fees when the account is not getting fixed monthly deposits is great compared to all other competitors. It was easy to link the account to a trading account at Charles Schwab where I could purchase stocks and/or etfs so it turned out great. My experience with Lively has been great so far. I have transferred all other HSAs from my previous employments over to Lively seamlessly.

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Jeff E.
GB

User friendly, and fantastic customer support Lively's mobile app and web interface are very straightforward and pleasant to use. There are so many actions available for self-service, but when I did end up calling customer support, I was speaking to a real person within minutes and they were very kind and helpful. I've been thrilled with my Lively HSA experience!

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Peggy Sherman
GB

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

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Rodney Mason
GB

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.

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Moira Eberle
GB

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!

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