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

Employee Overview Product Dashboard

Give your employees 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.


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.

Configure in your employer dashboard
Process via secure files
Integrate with third-party platforms

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.


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.

Read full investments disclosures: TD Ameritrade | Devenir | View Devenir fund lineup

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