HSA Program Features
- FDIC or NCUA Insured:
- check
- Min Balance to Open:
- $0.00
- Features:
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- Debit Card
- Online Banking
- Investment Options
HSA Interest Rates
| $0 - $2,500.99 | 0.010% APY |
|---|---|
| $2,501 - $5,000.99 | 0.025% APY |
| $5,001 - $7,500.99 | 0.050% APY |
| $7,501 - $10,000.99 | 0.075% APY |
| $10,001+ | 0.100% APY |
Fees
| Monthly Maintenance Fee | $0.00* |
|---|---|
| Account Opening Fee | $0.00 |
| Account Closing Fee | $0.00 |
* Free for Individuals. $2.95 per enrolled employee per month.
Fees may not be current, please check the provider's website for the latest fee information.HSA Investment Options
Mutual Fund Platform:
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Self-Directed Brokerage:
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CDs:
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Other:
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Mutual Fund Details
Investment Threshold: $0.00
Investment Fee: 0.50% annual fee for HSA Guided Portfolio
Investment Fee: 0.50% annual fee for HSA Guided Portfolio
HSA Guided Portfolio by Devenir, a national leader in investment solutions for health-based accounts, provides personalized portfolio mix suggestions based on your risk preferences and time horizon.
- Choose from a curated menu of high-quality, low cost funds across asset classes
- Enable automated rebalancing to keep your portfolio on track toward your goals
- Maximize long-term returns through a low maintenance investing strategy
Self-Directed Brokerage Details
With Lively, it’s simple to invest your HSA funds, plus you can leverage a variety of investment options, including individual stocks, bonds, CD’s, over 100 commission-free ETF’s, and more than 13,000 mutual funds. HSA Investment Capabilities Through TD Ameritrade Integration.
Contact Information
General Information
| Website | Lively's HSA Website open_in_new |
|---|---|
| Address | 588 Sutter Street, #214 San Francisco, CA 94102 |
Customer Service
| Mailing Address | 950 Mason St. #1355 San Francisco, CA 94108 |
|---|---|
| Phone Number | 1 (888) 576-4837, ext 2 |
| Email Address | [email protected] |
Sales Department
| Phone Number | 1 (888) 576-4837, ext 1 |
|---|