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!

What is Trustpilot What is Trustpilot. I don't know anything about it. Didn't sign up for 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.

I have been very happy with Lively I have been very happy with Lively. The site is easy to use and navigate, but their customer service is unmatched. I've had to call several times and each time didn't sit on hold and the first person I talked to resolved my issue or question. In fact I've now had to sign up for two new HSA bank plans with employers since setting up my Lively account, and I refuse to move funds out of my Lively account. It's my primary one and I transfer funds there.

Lively 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.