When you first log into your Lively account dashboard, you will see your “HSA balance” at the top center of your screen or mobile app. Note that your “Available Balance” is what you have to spend at that moment in time and will not include pending contributions before they post to your account.
To view your investment balance, 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.
Note: Schwab Health Savings Brokerage Account is not yet available in the ‘Lively HSA & FSA’ mobile app but will be coming soon.
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