Lively is integrated with two industry-leading HSA investment solutions: Charles Schwab’s Schwab Health Savings Brokerage Account and Devenir’s HSA Guided Portfolio. Both solutions include the option for first-dollar investing.
- Schwab Health Savings Brokerage Account (by Charles Schwab): We offer two ways to set up your Schwab HSBA account. You can either invest with no minimum restrictions after a $24 annual fee from Lively or invest anything above $3,000 above your cash account for no additional fee from Lively. (Additional investment fees from Charles Schwab may apply.)
- HSA Guided Portfolio (by Devenir): Lively charges a 0.50% annual management fee for access to investment capabilities through the HSA Guided Portfolio by Devenir, including automated features such as rebalancing. The fee is based on invested assets and debited quarterly.
Be sure to consult with a financial planning and/or tax professional as needed to understand your options.Updated: