Lively is a modern Health Savings Account (HSA) platform for employers and individuals. Lively’s user-centric solution creates an intuitive user experience allowing consumers to get the most out of their HSA. This includes easy sign-up, payroll syncing, paperless account management, and transparent pricing. Lively HSAs works alongside HSA compatible health insurance plans to make healthcare easier for everyone. Lively was started to help consumers optimize their healthcare spending, maximize their savings, and better their livelihood.
HSA Program Features
- FDIC or NCUA Insured:
- Min Balance to Open:
- Debit Card
- Online Banking
- Investment Options
HSA Interest Rates
|$0 - $2,500.99||0.010% APY|
|$2,501 - $5,000.99||0.025% APY|
|$5,001 - $7,500.99||0.050% APY|
|$7,501 - $10,000.99||0.075% APY|
|Monthly Maintenance Fee||$0.00*|
|Account Opening Fee||$0.00|
|Account Closing Fee||$0.00|
* Free for Individuals. $2.95 per enrolled employee per month.
HSA Investment Options
Mutual Fund Details
Investment Fee: 0.50% annual fee for HSA Guided Portfolio
HSA Guided Portfolio by Devenir, a national leader in investment solutions for health-based accounts, provides personalized portfolio mix suggestions based on your risk preferences and time horizon.
- Choose from a curated menu of high-quality, low cost funds across asset classes
- Enable automated rebalancing to keep your portfolio on track toward your goals
- Maximize long-term returns through a low maintenance investing strategy
Self-Directed Brokerage Details
With Lively, it’s simple to invest your HSA funds, plus you can leverage a variety of investment options, including individual stocks, bonds, CD’s, over 100 commission-free ETF’s, and more than 13,000 mutual funds. HSA Investment Capabilities Through TD Ameritrade Integration.
|Website||Lively's HSA Website open_in_new|
|Address||588 Sutter Street, #214
San Francisco, CA 94102
|Mailing Address||950 Mason St. #1355
San Francisco, CA 94108
|Phone Number||1 (888) 576-4837, ext 2|
|Email Address||[email protected]|
|Phone Number||1 (888) 576-4837, ext 1|