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.

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!

User friendly, and fantastic customer support Lively's mobile app and web interface are very straightforward and pleasant to use. There are so many actions available for self-service, but when I did end up calling customer support, I was speaking to a real person within minutes and they were very kind and helpful. I've been thrilled with my Lively HSA experience!

Every one that is able to participate should. The biggest positive about Lively aside from automatic deposit from my bank was the tax savings at the end of the year. Easily able to submit my receipts with the Lively card or with my own for future reimbursement. I wish I had started sooner but I'm glad I finally did.

Lively is a top notch provider I was a Lively customer for 4 years. I initially opened an HSA to rollover an employer sponsored HSA that charged me account fees after I switched employers. When the new company I joined started offering an HSA contribution, they contributed those funds directly to my Lively HSA. Now, after switching employers again, I'm making the tough decision to consolidate my accounts. Through the account closure process, Lively has been outstanding to work with. I have nothing but good things to say about the team. Other items of note: * Product is simple, but incredibly functional * Debit card / expense reporting is helpful * Ability to invest HSA dollars without additional fees is a game changer * Support team is super helpful 5/5 recommend