MEET LIVELY

All the benefits of an HSA without any of the admin headaches.

employer dashboard screen rep fix

ADMIN DASHBOARD

Give your people the HSA they want, without adding more to your to-do list.

Offering a world-class HSA shouldn’t add more work to your plate. That’s why employers love our hassle-free approach to managing HSA administration.

A single source of truth for HSA management

Add or remove employees and update contributions in seconds using your admin dashboard. Get up-to-date information on the number of employees enrolled and their latest status.

Paperless onboarding

Say goodbye to annoying administrative paperwork. All you need to do is add your employees’ names, email addresses, and health plan effective dates. We’ll take it from there. Have more than 20 employees? Contact Sales to learn how to enroll employees in bulk.

Integrated Reporting

Access robust reporting functionality to track employee eligibility, monthly activity summaries, status reports, and more.

Automated alerts

We’ll notify you when action is needed, or if tasks are in your queue for completion. With Lively, nothing falls through the cracks.

ENROLLMENT & CONTRIBUTION MANAGEMENT

Solutions that meet your needs

We’ve built a range of solutions that remove the administrative burden from the HR administrator, and seamlessly integrate with the rest of your back office tech stack.

One-time and recurring contributions

Change employer-sponsored HSA contributions in one place, and have them automatically synced across all of your systems. You can set one-time or recurring contributions in our HSA platform.

Investments

Give employees the option of tax-free investing

Help employees make their HSA dollars work harder. With Self-Directed Brokerage Accounts from TD Ameritrade and Guided Portfolio from Devenir, they have access to two industry-leading investment solutions that align with their financial goals.

  • No fee to add investment options to employee accounts
  • No minimum cash balance required to invest
  • Fund with one-time, sweep, or recurring transfers
  • Monitor from your online dashboard or mobile app

Read full investments disclosures: TD Ameritrade | Devenir

TD Ameritrade fee schedule. Investment fees may apply.

SUPPORT & RESOURCES

We’re here for you and your employees

You may not be an expert when it comes to all things HSAs, but don’t worry — we are.


On-Demand Resources

We’ve created a full suite of readily available resources to help employees get the most out of their HSA. Your employees will have access to HSA calculators, detailed FAQs, real-time listing of IRS approved eligible expense items, and our ongoing HSA educational content.

Concierge Customer Service

You’ll be paired with a dedicated onboarding specialist to help you get started, regardless of how many employees you have. Access support by phone, email, or chat — without long wait times.

Get started now

Lively is the #1 user-rated HSA on the market. Open your hassle-free HSA and see the difference.