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.
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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.
Ready to get started?
See Why Lively is the #1 Rated HSA Provider