Call, real people, real help! When I transferred to Lively from my former employer's HSA, it is a long and difficult process. Primarily from the HSA providers who are being asked to give up the funds to Lively. I had to go through this several times and each time I called Lively, got a person in short time and was helped immediately and they took care of getting the funds transferred. They also allow my TD Ameritrade (now becoming Charles Schwabb) to invest my funds and provide me advice.

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.

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.

Lively makes your HSA easy… Lively makes the entire HSA process easy. Through connection with an investment account or use of a debit card to pay expenses, Lively let’s you use your HSA your way. I looked into several ways of using my funds in connection with my High Deductible Savings Plan, and Lively had everything I needed plus a simple, streamlined interface. Absolutely recommend!

BEST Customer Service This is the most refreshing Customer Service experience ever! I have called three or four times over the past year and each and every time I get a knowledgeable, friendly, professional agent (who is also a regular English-speaking individual). They have answered my questions or solved my problem every single time. Thank you, Livelyme for hiring the best Team ever and for making it way easier for the end user to get real help directly from the source. I highly recommend them to anyone who has or needs an HSA. I hope they're around forever! Thanks, guys.