Joe C
GBDon't bother! Like an earlier review, my new account was denied by their "security team" - which is laughable as I have excellent credit and have never been denied for any financial product in my life. I had a six figure HSA balance I was looking to transfer. These guys are jokers - just skip them and go with Fidelity!
Sean Thayer
GBNotably better than Optum Notably better than Optum. I had an HSA with Optum for 12 years and so far Lively is excellent!
Mark
GBLively has a fantastic user interface… Lively has a fantastic user interface and a great product. Theirs is the first HSA I felt like I could trust, and so I continue to use it over the one provided by my company.
Michael Obryant
GBI can invest the whole balance anyway I want. The best thing is I can invest the whole HSA balance with TDAmeritrade (Schwab soon) using any stock or ETF I want. The HSA my employer set up had about 12 stogy mutual funds and I had to leave 1 or 2 thousand uninvested. The web site is easy to use. I recommend Lively to my family and friends. And it is a Y-combinator company, a big green flag for me.
G Cox
GBI need to close my lively account I need to close my lively account. It's been great, but all my money is invested in TDAmeritrade, and I'm not staying with Schwab when they take things over, but instead will be using a different firm to invest my HSA that is both an HSA account and investment firm. Please tell me how to close it as easy as possible and ASAP. Thanks again for your great experience and regret needing to move on!