Lively HSA Reviews and Details

Social recommendations and mentions

• Moving over HSA from Fidelity

  I use https://livelyme.com and their hsa uses tdameritrade as the broker….td told notified that account will be folded into Schwab…. Source: over 3 years ago

• How to set up an FSA for employees?

  I recognize that you asked specifically about an FSA, but I have an HSA for my single member LLC through Lively which I am very happy with. Source: over 3 years ago

• Beware of keeping a savings account with Marcus (Goldman Sachs)

  Lively is an option. Just be careful. You have to have an eligible health insurance plan. Not just over the minimum for the “high deductible” but also under the out of pocket max. I have no idea why that lag part is a rule but it is. Source: over 3 years ago

• Schwab doesn't offer HSA accounts

  Lively use Schwab's Health Savings Brokerage Account for the investing side of things. Unfortunately Lively's pricing structure is not competitive compared to Fidelity:. Source: over 3 years ago

• For Those Aware of And Using the HSA Delayed Reimbursement Hack, What Approach Are You Using to Track Receipts For the Super Long Term (20-30 years)?

  I upload to my HSA provider's website https://livelyme.com/. Source: almost 4 years ago

• Requesting advice on HSA.

  Lively also offers first dollar investing through TD Ameritrade. https://livelyme.com/. Source: about 4 years ago

• HSA strategy help - spend it or invest

  Yes roll it over to save $3/mo - Fidelity or Lively. Source: over 4 years ago

• Opening an HSA account outside of employer

  FYI: I opened one with Lively and you can invest the money through TD Ameritrade. Just something to think about if that is something you wish to do. Source: over 4 years ago

• Can I consolidate my HSA's into a single account if I am not on an HDHP?

  I just started a new job and I am electing my health benefits. I have an HSA from my previous job plus another HSA from a different previous job. Both of these accounts have a monthly fee of 2 or 3 $ now that my previous employers are no longer sponsoring them. I'd like to consolidate both of these accounts into a single HSA that does not have a monthly fee such as Fidelity or Lively. My question is if I decide to... Source: almost 5 years ago

• Can I rollover an HSA to another account and still contribute to it with payroll deductions?

  The thing is, they have a bunch of fees (maintenance, per transaction) and it isn't FDIC-insured. I wanted to see if I can move the account to another HSA provider like Lively. The thing that I don't understand is if it's possible to move (rollover) it to another provider while continuing to do payroll deductions since it's a new provider? Source: about 5 years ago

• Anyone has an HSA account where they invest?

  Lively (https://livelyme.com/) offers an HSA that you can link to TD Ameritrade broker with no fees. Source: over 5 years ago

• Is there an American provider that allows a Canadian address on an American HSA?

  I kept my account with HealthEquity when I moved back to Canada, but haven't yet updated my mailing address with them. I had a TODO to check out livelyme.com as according to the rep I talked to on the phone, they would allow a Canadian address. Source: over 5 years ago

• A few HSA (Health Savings Account) questions

  I can either pay a little more per month and get a HDHP with an HSA right from Blue Cross, or go with a service like Lively and have a more "modern" HSA with no fees with a cheaper HDHP. Is there a benefit having the HSA tethered to your HDHP I'm not aware of? Source: over 5 years ago