To view your investment balance, log into your Lively HSA dashboard and scroll down to the “Investments” tile or navigate to the menu and select “Investments.” If you have multiple investments, you can view additional details from there.
All investment data shown within your Lively account is posted as of market close from the previous close of business. For real-time data for your self-directed investment account, you can use single sign-on from your Lively account or access your account directly from the TD Ameritrade or Charles Schwab website.
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