I have been very happy with Lively I have been very happy with Lively. The site is easy to use and navigate, but their customer service is unmatched. I've had to call several times and each time didn't sit on hold and the first person I talked to resolved my issue or question. In fact I've now had to sign up for two new HSA bank plans with employers since setting up my Lively account, and I refuse to move funds out of my Lively account. It's my primary one and I transfer funds there.

Lively makes your HSA easy… Lively makes the entire HSA process easy. Through connection with an investment account or use of a debit card to pay expenses, Lively let’s you use your HSA your way. I looked into several ways of using my funds in connection with my High Deductible Savings Plan, and Lively had everything I needed plus a simple, streamlined interface. Absolutely recommend!

Lively is a top notch provider I was a Lively customer for 4 years. I initially opened an HSA to rollover an employer sponsored HSA that charged me account fees after I switched employers. When the new company I joined started offering an HSA contribution, they contributed those funds directly to my Lively HSA. Now, after switching employers again, I'm making the tough decision to consolidate my accounts. Through the account closure process, Lively has been outstanding to work with. I have nothing but good things to say about the team. Other items of note: * Product is simple, but incredibly functional * Debit card / expense reporting is helpful * Ability to invest HSA dollars without additional fees is a game changer * Support team is super helpful 5/5 recommend

The user experience The user experience, robust investment options, free to save, ability to link other credit cards to find lost savings, and the amazing service teams that back it all up. I can go on and on.

Every one that is able to participate should. The biggest positive about Lively aside from automatic deposit from my bank was the tax savings at the end of the year. Easily able to submit my receipts with the Lively card or with my own for future reimbursement. I wish I had started sooner but I'm glad I finally did.