Lively is integrated with two industry-leading HSA investment solutions: Charles Schwab’s Schwab Health Savings Brokerage Account and Devenir’s HSA Guided Portfolio. Whether you prefer to be more hands-on or receive personalized guidance, we have a solution that’s right for you:
- Schwab Health Savings Brokerage Account provides investors with a wide range of stock, bond, and fund options to design and manage their ideal portfolio. Lively offers two ways to set up your account, depending on your investment strategy.
- HSA Guided Portfolio makes it simple for investors to receive personalized suggestions based on their individual risk preferences and time horizon. And the optional automatic rebalancing feature helps keep your portfolio on track so you don’t have to.
Log in to your Lively HSA to learn more and get started.Updated: