Lively

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4.60
Based on 20 Reviews

5

90.00%

4

0.00%

3

0.00%

2

0.00%

1

10.00%
About Lively

Lively is the benefits solutions provider that GETS IT RIGHT. Open HSA Individuals Employers Brokers We designed our solutions to take the guesswork out of managing benefits. And our innovative features are grounded in your everyday needs and circumstances. That’s why our experience is optimized to put you in control at every step. Managing your wellness and wealth takes more than a series of transactions. By combining robust features with unparalleled service, we make benefits effortless, even when your time and energy are limited. With Lively, maximizing your benefits is as simple as it should be. Lively is the modern Health Savings Account Provider. Lively helps people prepare for tomorrow by making smart decisions about finances and healthcare today. Make the most of your healthcare savings while working towards your financial goals. Lively HSAs are free for individuals and families, so you never have to worry about hidden costs. Put your money to work with peace of mind: Lively HSAs are FDIC-insured* and use bank-grade security. Support when you need it. Whether you’re saving, spending, or investing, we’re here when you need us.

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Rodney Mason
GB

Call, real people, real help! When I transferred to Lively from my former employer's HSA, it is a long and difficult process. Primarily from the HSA providers who are being asked to give up the funds to Lively. I had to go through this several times and each time I called Lively, got a person in short time and was helped immediately and they took care of getting the funds transferred. They also allow my TD Ameritrade (now becoming Charles Schwabb) to invest my funds and provide me advice.

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Peggy Sherman
GB

Pretty dang easy I found this app and signing up very easy. I haven’t had to use my hsa yet, but my expectations is .. it will be seamless too. Thank you

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Manabu in SF
IT

Great service!! The customer service representatives are knowledgeable and do everything possible to be sure questions are fully and correctly answered. That gives me so much confidence in the company. The website is easy to use and the request for reimbursement process is fast and efficient.

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Mark
GB

Lively has a fantastic user interface… Lively has a fantastic user interface and a great product. Theirs is the first HSA I felt like I could trust, and so I continue to use it over the one provided by my company.

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Patrick F
GB

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.

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