I 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!

Easy & Scalable After quite a bit of research, I decided to roll my HSA to Lively for a few reasons that did not disappoint. 1. Opportunity to have integration with Charles Schwab for future investing. 2. Easy to navigate their interface. (Desktop & Mobile) 3. Customer Service was super helpful with my initial questions to move funds to them.

Don'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!

No inactive account fees+trading with Charles Schwab No fees when the account is not getting fixed monthly deposits is great compared to all other competitors. It was easy to link the account to a trading account at Charles Schwab where I could purchase stocks and/or etfs so it turned out great. My experience with Lively has been great so far. I have transferred all other HSAs from my previous employments over to Lively seamlessly.

Great free HSA I have been using Lively for 4 years now. This no fee HSA was just what I needed. They send you a credit card tied to your spending account so you can pay your medical expenses easily. It would be nice if I could download the transactions into Quicken instead of manually entering each time.