Seamlessly Rollover or Transfer Your HSA to Lively

Lively contributions and transfers image
  • No hidden fees Transfer or rollover a partial or your entire HSA balance to Lively. We won't charge you any fees.
  • Stress-free transfers We make it easy to rollover or transfer your HSA funds. Initiate your transfer completely online.
  • Transfer HSAs funds your way Lively supports rollovers, trustee-to-trustee transfers, and in-kind transfers.

Seamless fee-free transfers

We’ll never charge you any fees to transfer your account to Lively. Transfer your HSA during the enrollment process or at any other time. Lively's pricing is simple and transparent.

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.