INVEST IN YOUR HEALTH

Maximize healthcare savings like a pro

Lively’s free HSA lets you maximize healthcare savings today for a better tomorrow.

Lively Admin Dashboard
Contribution ui exampleRollover UI example
CONTRIBUTIONS & TRANSFERS

Easily fund your Lively HSA

Contributions

We’ll set up recurring or one-time contributions for you — no paperwork needed.

  • Employer contributions
  • Link your bank account
Transfers

We make it easy to transfer HSAs from other providers to Lively.

  • Fee-free transfers
  • Paperless rollovers & trustee-to-trustee transfers
Investments

Make your health savings work harder for you.

Take advantage of tax-free investing. With Self-Directed Brokerage Accounts from TD Ameritrade and HSA Guided Portfolio by Devenir, you have access to two industry-leading investment solutions that align with your personal strategy and financial goals.

  • No minimum cash balance required
  • Fund with one-time, sweep, or recurring transfers
  • Monitor activity directly from your Lively account

Read full investments disclosures: TD Ameritrade | Devenir

TD Ameritrade fee schedule. Investment fees may apply.

WITHDRAWALS & EXPENSE TRACKING

Spend, track, and get reimbursed effortlessly

We provide easy access to the tools you need to use your HSA funds on eligible expenses and track your expenditures.

  • Pay for medical expenses with your debit card

    Use it at your doctor’s office, pharmacy, or other qualified providers. Add it to your mobile wallet so you always have access to your funds.

  • Add items for reimbursement

    For purchases not made on the Lively HSA debit card, you can add expenses to be reimbursed now or later.

  • See where you're spending

    Categorize receipts and review your spending summary in real-time.

  • Track deductible spending in real-time

    See what you have paid and what remains for your health plan deductible and out-of-pocket costs, right in your dashboard.

RESOURCES & SUPPORT

Get quick access to tools & support

Resources

We’ve created a suite of resources to help you understand and take full advantage of your HSA. Our calculators provide guidance on how much to contribute each year and how your savings will grow over time.

Support

No matter how you want to start a conversation, we’re here to help you via phone, email, or chat.

FREE WITH NO FEES

See for yourself why Lively is the #1 user-rated HSA