As part of the sign up process, you have two options to verify your bank account. This will allow you to send HSA reimbursement to your personal checking or savings account or add HSA investments to your existing HSA account.
- Instant verification enables you to authenticate ownership of your bank account using your bank login and password. Lively does not see, nor have access to either of these. We receive the routing number and account number associated to the bank account you are linking.
- With micro deposits, you will enter your account number and routing number manually. We will then send two deposits for under $1.00 to that account and ask you to verify the amounts. Once verified, your bank account will be linked.
Please choose the option that works best for you. Please note, micro deposits will take 1-2 business days to verify your account.