Lively HSA: a Health Savings Account with no hidden fees

Lively HSA: a Health Savings Account with no hidden fees

Lively HSA: a Health Savings Account with no hidden fees

Lively HSA: a Health Savings Account with no hidden fees

Lively is a Health Savings Account with no hidden fees. Lively lets you invest in stocks, bonds, and ETFs and withdraw your gains tax-free.

Highlights

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Invest in a health savings account with no fees

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Overview

In 2020, the HSA market was estimated to worth $77.8 billion. By the end of 2021, the HSA market grew 27% year-over-year. This growth demonstrates the increasing demand for tax-advantaged healthcare savings and investment vehicles to support long-term financial goals.

Lively stands out as a leading benefits solutions provider with a mission to simplify and enhance the way people save and spend their healthcare funds. By providing integrated investment solutions, Lively empowers investors to build and manage portfolios tailored to their unique financial goals while offering distinctive features, such as accessible investment options, seamless transfers, and exceptional customer support.

Things to Know

  • You make money on

  • Fees

    0.5%

  • Min Investment

    $1

  • Payout frequency

  • Term of investment

    null months

  • Target Return

    Varied

  • Liquidity

    High

  • Open to

    All Investors

  • Mobile Application

    iOS, Android

Top Perks

  • Individuals & families get Lively HSA for free

  • Build a healthcare safety net with a Lively HSA

  • Lively is FDIC-insured* & uses bank-grade security

How you make money

Lively HSA investment options through Charles Schwab or Devenir lets users make money when they either sell their investment or receive cash dividends from their holdings (which can be reinvested).

How Lively HSA: a Health Savings Account with no hidden fees makes money

Lively makes money through fees associated with its HSA investment options, including a $24 annual access fee for certain Schwab Health Savings Brokerage Account users and a 0.50% annual fee for assets invested through the HSA Guided Portfolio by Devenir.

Is it safe?

Lively is VC backed by firms like B Capital Group and Costanoa Ventures.

  • Established

    2016

  • Country Available

    Worldwide

  • Assets Managed

    $1B

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