One of the most unique and valuable benefits of owning an HSA is the option to invest your funds tax-free. Yet, it’s often underutilized, due to restrictive investment thresholds and clunky experiences. Now, Lively has partnered with Devenir to bring a second investment solution to our account holders.
HSA Guided Portfolio by Devenir is a simple, low-effort way to invest your HSA funds, and securely integrated into your Lively HSA experience. By requiring no cash minimum, you can put your money to work as soon as possible and work toward your financial goals.
Here’s how it works:
- Answer a few questions about yourself to receive a suggested portfolio mix
- Choose from a curated menu of diverse, low cost funds (fund list)
- Deposit funds from your HSA to invest
- Enable automated features, such as rebalancing and recurring transfers
- Monitor your investments directly from your Lively account
HSA Guided Portfolio is available to Lively HSA account holders for an annual fee of 0.50%, based on the investment balance and debited quarterly. Read more about Lively’s HSA investment solutions and see which one might be right for you.