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

GD Star Rating
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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
Less than $2,5000.25%
$2,500 - $4,999.990.35%
$5,000 - $14,999.990.45%
$15,000+0.60%
Last checked on: 07-31-2019

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

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
Address301 Howard St., #550
San Francisco, CA 94105

Customer Service

Mailing Address301 Howard St., #550
San Francisco, CA 94105
Phone Number1 (888) 576-4837, ext 2
Email Address[email protected]

Sales Department

Phone Number1 (888) 576-4837, ext 1