Paperless Onboarding & Management
Time is precious and nobody wants to waste it filling out paperwork. Lively has designed an intuitive experience that will leave you pleasantly surprised. You will be up and running in under 5 minutes!
Since your personal bank account is linked to your Lively HSA, if you ever have to pay for something without your Lively debit card, you can reimburse yourself and the funds will show up in your account the very next day!Learn More
Receipt Upload & Categorization
Keeping track of paperwork is annoying. We know. That is why we have focused on electronically uploading and storing your receipts. We help you categorize and create tags for uploaded receipts so you can view them later. Additionally, we will display all transactions made with your Lively debit card. We will surface those transactions so you can easily pin or upload a corresponding receipt for that transaction. We want to help protect yourself from possible IRS audits.Learn More
Invest your Lively HSA Funds with a TD Ameritrade Self-Directed Brokerage Account.
No minimum balance required, manage entirely online.
Only $2.50 / month (no additional fees by Lively).
Only take 5-10 minutes to sign up.
Other investment fees may apply.
TD Ameritrade, Inc. is the firm Lively has selected to be the preferred brokerage firm for your Lively HSA invested assets. TD Ameritrade and Lively are separate and unaffiliated firms, and are not responsible for each other’s services or policies. Brokerage services provided by TD Ameritrade, Inc., member FINRA/SIPC. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and the Toronto-Dominion Bank. Used with permission. The content presented on our website is for informational purposes only, and is not, and must not be, considered investment, legal, accounting or financial planning advice, nor a recommendation as to a specific course of action. Investors should consult all available information, including fund prospectuses, and consult with appropriate investment, accounting, legal, and financial professionals, as appropriate, before making any investment or utilizing any financial planning strategy. Investments involve risk and are not guaranteed.
You will receive a personalized Lively-branded MasterCard for your qualified medical expenses. Use your card at your doctor's office, pharmacy, or any other qualified medical expense provider where MasterCard is accepted. Any time you use your Lively card, the transaction details will automatically be available when you log into your HSA account. Additionally, you can just log into your account to activate your card so you don't need to call a 1-800 number that may or may not work!Learn More
Education & Resources
You may not be an expert when it comes to all things HSAs, but don’t worry - we’ve got you covered. We have created learning materials and ongoing education for everyone along the spectrum. Learn about the incredible benefits that an HSA can provide employers, their employees, and individuals & families. Learn about the basics of an HSA, FAQ's, eligible expenses, and unique benefits that only the HSA can offer. or ask us any question you have–we're here to make sure you get the help you need.Learn More
“All my old HSA did was charge me fees and spam me. Lively is fee-free and they have helped me recoup old medical expenses I paid out-of-pocket. Go Lively. Go now.”