Lively

HSA Program Features

FDIC or NCUA Insured:
check
Min Balance to Open:
$0.00
Features:
  • Debit Card
  • Online Banking
  • Investment Options

HSA Interest Rates

Interest rates for various balance tiers
$0 - $2,499.990.01% APY
$2,500 - $4,999.990.01% APY
$5,000 - $14,999.990.01% APY
$15,000+0.01% APY
Last checked on: 05-04-2020. Rates may not be current, please check the provider's website for the latest rates.

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: close   Self-Directed Brokerage: check_box   CDs: close   Other: close

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
Address588 Sutter Street, #214
San Francisco, CA 94102

Customer Service

Mailing Address588 Sutter Street, #214
San Francisco, CA 94102
Phone Number1 (888) 576-4837, ext 2
Email Address[email protected]

Sales Department

Phone Number1 (888) 576-4837, ext 1