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Self-Directed HSA Investments

3 min read

30 sec brief

Choice is a wonderful thing. Options and variety keep us satisfied and excited. Flexibility allows us to choose the best path. Doesn’t it always seem like healthcare options lack flexibility? We took that to heart at Lively and so when we launched our HSA Investments option, we make sure to include flexibility as a cornerstone benefit.

Choice is a wonderful thing. Options and variety keep us satisfied and excited. Flexibility allows us to choose the best path. Doesn’t it always seem like healthcare options lack flexibility? We took that to heart at Lively and so when we launched our HSA Investments option, we make sure to include flexibility as a cornerstone benefit.

Self-Selection / Self-Direction HSA Investments

Whether you want to follow The Road Not Taken or the road well-traveled, Lively can provide that opportunity with our self-directed HSA Investment options. Through our integration with TD Ameritrade, our HSA customers can invest their HSA funds in ETFs, stocks, bonds, or mutual funds–any securities that are available on the TD Ameritrade platform.

Low cost, long-term, short-term stocks, bonds, mutual funds, who are we to say what will work best for you? Our goal is to provide our users with the flexibility they need to self-select their own HSA investments. To top that off, you can invest from Day 1 because there is no minimum required.

HSA Investment Type Choice

The likely next question is does this cost more? No! In fact, it’s much less expensive than other HSA Investing options. For free* you can invest in the types of securities that work best for you and fit your investment profile. We don’t assume to know what works best for your health and financial lifestyle, instead we set out to give you the widest range of options for our customers to choose what works best for them.

Flexibility should not cost more. Flexibility needs to be part of our healthcare experience. Use our Lively HSA to balance short-term qualified out-of-pocket medical expenses with long-term HSA Investments that help you save for years to come.

Keep this in mind as you enter open enrollment or are considering your healthcare and health savings options. HSA & Lively’s HSA investments will help you find the relief you need and want in the form of flexibility and choice so you can plan, how you want, for your healthcare future. Get started today!

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.

*Additional TD Ameritrade transactional fees may apply

Disclaimer: the content presented in this article are for informational purposes only, and is not, and must not be considered tax, 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 tax, investment, accounting, legal, and accounting professionals, as appropriate, before making any investment or utilizing any financial planning strategy.

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Lively

We are HSA Experts! Lively is a Health Savings Account (HSA) platform for employers and individuals. A 401(k) for healthcare.

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