Amit Bhatnagar
GBNo 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.
Jeff E.
GBUser 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!
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
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.
Moira Eberle
GBLively 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!