Lively

About

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.

User Ratings

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HSA Program Features

FDIC or NCUA Insured:
check
Min Balance to Open:
$0.00
Features:
  • Debit Card
  • Online Banking
  • Investment Options

HSA Interest Rates

Interest rates for various balance tiers
$0 - $2,499.990.01% APY
$2,500 - $4,999.990.01% APY
$5,000 - $14,999.990.01% APY
$15,000+0.01% APY
Last checked on: 09-09-2020. Rates may not be current, please check the provider's website for the latest rates.

Fees


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 Platform: check_box   Self-Directed Brokerage: check_box   CDs: close   Other: close

Mutual Fund Details

Investment Threshold: $0.00
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.

Contact Information

General Information

Website
Address588 Sutter Street, #214
San Francisco, CA 94102

Customer Service

Mailing Address588 Sutter Street, #214
San Francisco, CA 94102
Phone Number1 (888) 576-4837, ext 2
Email Address[email protected]

Sales Department

Phone Number1 (888) 576-4837, ext 1