How can I get an HSA?

Typically, employees are offered the opportunity to open an HSA through the HSA provider selected by their employer.

However, because each account is tied to the individual, you can move your HSA to any provider who offers the solution (such as Lively). Individuals who may get their health insurance through an exchange or marketplace can open an account directly with any HSA providers who allow it (e.g., Lively).

Please note, eligibility requirements must be met in order to open an HSA. Read more about those requirements here.

Source: "Publication 969 (2018), Health Savings Accounts and Other Tax-Favored Health Plans.”