Patrick F
GBThe 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.
Lauria Grant III
GBEasy & Scalable After quite a bit of research, I decided to roll my HSA to Lively for a few reasons that did not disappoint. 1. Opportunity to have integration with Charles Schwab for future investing. 2. Easy to navigate their interface. (Desktop & Mobile) 3. Customer Service was super helpful with my initial questions to move funds to them.
Rodney Mason
GBCall, 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.
Peggy Sherman
GBPretty 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
James Gordon
GBGreat free HSA I have been using Lively for 4 years now. This no fee HSA was just what I needed. They send you a credit card tied to your spending account so you can pay your medical expenses easily. It would be nice if I could download the transactions into Quicken instead of manually entering each time.