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

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.

No inactive account fees+trading with Charles Schwab No fees when the account is not getting fixed monthly deposits is great compared to all other competitors. It was easy to link the account to a trading account at Charles Schwab where I could purchase stocks and/or etfs so it turned out great. My experience with Lively has been great so far. I have transferred all other HSAs from my previous employments over to Lively seamlessly.

I need to close my lively account I need to close my lively account. It's been great, but all my money is invested in TDAmeritrade, and I'm not staying with Schwab when they take things over, but instead will be using a different firm to invest my HSA that is both an HSA account and investment firm. Please tell me how to close it as easy as possible and ASAP. Thanks again for your great experience and regret needing to move on!

BEST Customer Service This is the most refreshing Customer Service experience ever! I have called three or four times over the past year and each and every time I get a knowledgeable, friendly, professional agent (who is also a regular English-speaking individual). They have answered my questions or solved my problem every single time. Thank you, Livelyme for hiring the best Team ever and for making it way easier for the end user to get real help directly from the source. I highly recommend them to anyone who has or needs an HSA. I hope they're around forever! Thanks, guys.