Invest your Lively HSA funds with TD Ameritrade


No fees to access investments

Lively doesn't charge any fees to access investment tools and capabilities.

No minimum balance required

It’s up to you to decide how much of your HSA funds to invest.

Manage 100% online

We’ve made it a snap to manage your invested HSA funds by providing all the tools you need online.

No fees to access investment capabilities

We believe in simple and transparent pricing, so we offer free access to investment capabilities. Since no minimum balance is required to start investing, there’s nothing stopping you from investing from day 1.

Please note: Trading and other fees may apply. Full details of TD Ameritrade fees can be found here.

Set automatically recurring transfers

Make investing your HSA funds easier by setting automatically recurring or sweep transfers to your brokerage account directly in your Lively dashboard. Invest in your health once, and Lively will keep it going without any extra effort.

Easily pay for eligible expenses with your HSA debit Card

You'll receive a personalized Lively branded Visa for your qualified medical expenses. Use your card at your doctor's office, pharmacy, or any other qualified medical expense provider where Visa is accepted. Up to three debit cards are offered at no charge.


Investment made simple

With Lively, investing your HSA fund is simple. Plus you can leverage a variety of investment options, including individual stocks, bonds, CDs, over 550 commission-free ETFs, and more than 13,000 mutual funds.

Powered by TD Ameritrade

Before investing in a mutual fund or ETF, carefully consider the fund’s investment objectives, risks, charges, and expenses. For a prospectus containing this and other important information, contact the fund or contact a TD Ameritrade Client Services representative.

There's no fee to access investments. Other TD Ameritrade fees may apply. Please read the prospectus carefully before investing.

View TD Ameritrade fee schedule Read full TD Ameritrade disclosures

Ready to get started?

See Why Lively is the #1 Rated HSA Provider