Lively makes it easy to make
contributions or rollover your HSA funds

Lively contributions and transfers image
  • Easily contribute to your account Link your bank account and set up one-time or recurring contributions
  • Paperless employer contributions Your employer can make pre-tax contributions into your Lively account.
  • Fee-free rollovers & transfers Lively won’t charge you any fees to rollover or transfer your HSA to us.

Link your bank account

You can either directly link to a bank from a searchable list or enter your bank account and routing numbers. Your contributions will be taken out post-tax and we’ll send you a tax form at the end of the year showing total contributions made into your account.

Lively image of linking bank accounts
Lively contributions image

Employer contributions

Your employer can directly make pre-tax contributions into your Lively account if your employer lets you choose your HSA provider. All you’ll need to do is give them your Lively HSA account number and routing number.

Seamless, fee-free transfers

We’ll never charge you any fees to transfer your account to Lively. Rollover or transfer your HSA during the enrollment process or at any other time.

Lively UI transfer types
Lively UI rollover transfer

Rollovers

Your existing HSA provider will send a physical check or electronically transfer funds to you. You’ll then have 60 days to transfer them to Lively from your dashboard. You’re limited to one rollover in a 12 month window.

Trustee-to-trustee transfers

You can either transfer your full or partial balance directly to Lively from your existing provider. We’ll reach out to your other provider and handle the transfer on your behalf.

Lively UI trustee transfer

Ready to Get Started?

Sign up for your Lively HSA in just a few minutes.