How do I invest my HSA funds?

Lively is integrated with TD Ameritrade's self-directed brokerage platform. This means that you can invest in a variety of different options. You first need to create your Lively account. Once your account is finalized, you can log into your account and click on the "Learn More" button from the Investments tile. From there, you can click on the green "Get Started" button and that will enter the TD Ameritrade Online Application process. 

Once you complete the enrollment process, you will be asked to link your Lively account to your newly created TD Ameritrade account. Please allow for 1 full business day for your investment account to be activated within Lively. As soon as it is activated, you will receive an email from Lively. At that point, you can log into your account, transfer funds from your Lively HSA into your TD Ameritrade account and begin investing at TD Ameritrade.