Painlessly transfer your HSA to Lively. Don't worry about hidden fees.

contribs-transfers-hero (1)

100% free transfers

Lively won’t charge you any fees to rollover or transfer your HSA to us.

Seamlessly transfer or rollover your balance

We’ll reach out to your previous provider and handle the transfer on your behalf.

Paperless transfers

Manage your transfer completely online and without any annoying paperwork.

Recently left a job?

Lively makes it easy to transfer or rollover your HSA funds. You can initiate a rollover or trustee-to-trustee transfer during the enrollment process or at any other time.

We won’t charge you any fees to transfer your previous account over to Lively. Better yet, Lively HSAs are free for individuals and families and we don’t charge annoying monthly fees just to have a basic HSA.

Rest easy, with no worry of fees.

Even if you no longer have an HDHP, you can continue to use your rolled over funds to pay for eligible medical expenses. You can also use your HSA to pay for health insurance premiums if you’re receiving unemployment benefits or COBRA premiums

Moving your HSA to Lively will let you rest easy knowing that you won't be hit with any hidden fees.

Ready to get started?

See Why Lively is the #1 Rated HSA Provider