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!

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.

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!

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

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!