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.

Ratings

User Ratings
GD Star Rating
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HSA Program Features

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

HSA Interest Rates

Interest rates for various balance tiers
Less than $2,500 0.25%
$2,500 - $4,999.99 0.30%
$5,000 - $14,999.99 0.35%
$15,000+ 0.60%
Last checked on: 09-20-2018

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 Funds:    Self-Directed Brokerage:    CDs:    Other:

Self-Directed Brokerage Details

Investment fee - $2.50/month/user

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
Address 188 King St., #502
San Francisco, CA 94107

Customer Service

Mailing Address 588 Sutter Street #214
San Francisco, CA 94102
Phone Number 1 (888) 576-4837, ext 2
Email Address [email protected]

Sales Department

Phone Number 1 (888) 576-4837, ext 1

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