Invest your HSA, your way

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Personalized investing made simple

Whether you are a novice or seasoned investor, Lively’s integrated investment solutions enable you to build and manage your portfolio with ease. So you can confidently maximize the benefits of your HSA.

No minimum balance

Have a say in how much of your funds to invest, instead of incurring opportunity costs to meet a threshold

Automated transfers

Set up recurring or sweep transfers to shorten your to-do list and keep building toward your goals

Online or on the go

Stay on top of investment activity no matter where you are, directly from your Lively account

Self-Directed Brokerage Account

TD Ameritrade’s Self-Directed Brokerage Account gives you the freedom to design your portfolio to align with your investment strategy. And the integrated experience means you can manage and optimize your portfolio performance seamlessly.

Enjoy $0 commissions for online trading of US exchange listed stock
Access a wide variety of investment options

Including individual stocks, bonds, CDs, over 350 commission-free ETFs, and more than 13,000 mutual funds

Grant your financial advisor access to your portfolio

Simply completing an “Advisor Authorization Form”

There is no access fee or cash minimum required to invest with a Self-Directed Brokerage Account. Additional TD Ameritrade fees may apply. View TD Ameritrade fee schedule here and full disclosures here.

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HSA Guided Portfolio

HSA Guided Portfolio by Devenir, a national leader in investment solutions for health-based accounts, provides personalized portfolio mix suggestions based on your risk preferences and time horizon.

Choose from a curated menu of high-quality, low cost funds across asset classes
Enable automated rebalancing to keep your portfolio on track toward your goals
Maximize long-term returns through a low maintenance investing strategy

There is no cash minimum required to invest with HSA Guided Portfolio. A 0.50% annual fee applies for invested assets. View fund list here.

There is no cash minimum required to invest with HSA Guided Portfolio. A 0.50% annual fee applies for invested assets. View fund list here

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Start Investing with your first dollar

Put your money to work soon as you fund your HSA, with thoughtfully-designed and affordable investment solutions

Self-Directed Brokerage Account

by

$0.00

To access investments (additional fees may apply)

HSA Guided Portfolio

by

0.50%

Annual fee for invested assets with personalized guidance and automatic rebalacing