Lively does not charge a monthly fee to access investment capabilities through the Self-Directed Brokerage Account by TD Ameritrade. Please note that other investment fees may apply. Full details of TD Ameritrade fees can be found here.
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: