Lively is integrated with two industry-leading HSA investment solutions: Charles Schwab’s Schwab Health Savings Brokerage Account and Devenir’s HSA Guided Portfolio. This means that you have the choice to invest in the way that is right for you
Once you have opened a Lively HSA, log into your account and scroll down to the “Investments” tile or navigate to the menu and select “Investments.” From there, you can review the two solutions available and follow the instructions to get started.
For the best experience, plan to set up your new investment account on a desktop web browser.
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