Your HSA Guided Portfolio comes with an optional automatic rebalancing feature. When enabled, it periodically realigns your portfolio allocation based on your future investment elections. Rebalancing is an opportunity for you to review your goals, objectives, health care needs, and risk tolerance and make any adjustments to your asset allocation accordingly.
You can turn this feature on and off as well as choose between monthly, quarterly, semi-annual, and annual cycles. Just log into your Lively account, navigate to the “Investments” tab, select “Edit allocation” which will take you to the Devenir website to adjust this setting.
Be sure to consult with a financial planning and/or tax professional as needed to understand your options.Updated: