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.
|Less than $2,500||0.25%|
|$2,500 - $4,999.99||0.30%|
|$5,000 - $14,999.99||0.35%|
|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.
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.
|Website||Lively's HSA Website|
|Address||188 King St., #502
San Francisco, CA 94107
|Mailing Address||588 Sutter Street #214
San Francisco, CA 94102
|Phone Number||1 (888) 576-4837, ext 2|
|Email Address||[email protected]|
|Phone Number||1 (888) 576-4837, ext 1|