Lively

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4.60
Based on 20 Reviews

5

90.00%

4

0.00%

3

0.00%

2

0.00%

1

10.00%
About Lively

Lively is the benefits solutions provider that GETS IT RIGHT. Open HSA Individuals Employers Brokers We designed our solutions to take the guesswork out of managing benefits. And our innovative features are grounded in your everyday needs and circumstances. That’s why our experience is optimized to put you in control at every step. Managing your wellness and wealth takes more than a series of transactions. By combining robust features with unparalleled service, we make benefits effortless, even when your time and energy are limited. With Lively, maximizing your benefits is as simple as it should be. Lively is the modern Health Savings Account Provider. Lively helps people prepare for tomorrow by making smart decisions about finances and healthcare today. Make the most of your healthcare savings while working towards your financial goals. Lively HSAs are free for individuals and families, so you never have to worry about hidden costs. Put your money to work with peace of mind: Lively HSAs are FDIC-insured* and use bank-grade security. Support when you need it. Whether you’re saving, spending, or investing, we’re here when you need us.

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Manabu in SF
IT

Great service!! The customer service representatives are knowledgeable and do everything possible to be sure questions are fully and correctly answered. That gives me so much confidence in the company. The website is easy to use and the request for reimbursement process is fast and efficient.

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Rodney Mason
GB

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.

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Marianna
GB

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.

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Zander Koallick
GB

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

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Patrick F
GB

The user experience The user experience, robust investment options, free to save, ability to link other credit cards to find lost savings, and the amazing service teams that back it all up. I can go on and on.

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