CONTRIBUTIONS & TRANSFERS

Easily fund your Lively HSA

Contributions

We’ll set up recurring or one-time contributions for you — no paperwork needed.

  • Employer contributions
  • Link your bank account

Transfers

We make it easy to transfer HSAs from other providers to Lively.

  • Fee-free transfers
  • Paperless rollovers & trustee-to-trustee transfers

Investments

Make your health savings work harder for you.

Invest your Lively HSA funds with a TD Ameritrade Self-Directed Brokerage Account

  • No fees to access investment capabilities

  • No minimum balance required, manage entirely online

  • You can set up recurring fund transfers to investments

  • Other investment fees may apply. Please see our pricing page for more details

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WITHDRAWALS & EXPENSE TRACKING

Spend confidently, reimburse easily

We provide easy access to the tools you need to use your HSA funds on eligible expenses and track your expenditures.

Debit Card

Use your card at your doctor's office, pharmacy, or any other qualified medical expense provider.

Add items for reimbursement

For purchases not made on the Lively HSA debit card, you can add expenses to be reimbursed now or later.

See where you're spending

Upload and categorize receipts and other documents so you can review them later.

RESOURCES & SUPPORT

Get quick access to tools & support

Resources

We’ve created a suite of resources to help you understand and take full advantage of your HSA. Our calculators provide guidance on how much to contribute each year and how your savings will grow over time.

Support

No matter how you want to start a conversation, we’re here to help you via phone, email, or chat.

FREE WITH NO FEES

See for yourself why Lively is the #1 user-rated HSA