Lively is integrated with two industry-leading HSA investment solutions: TD Ameritrade's self-directed brokerage platform and Devenir’s HSA Guided Portfolio. This means that you have the choice to invest in the way that is right for you, with no cash minimum requirements.
You first need to create your Lively account, if you haven’t already. You can do so by clicking the green "Open Account" button in the top right of the screen.
Once your account is finalized (takes 1-2 business days after you complete your enrollment), you can log into your account and click on the "Explore Investment Options” button from the Investments tile. From there, you can review the two solutions available and follow the instructions to get started.Updated: