Lively partners with two industry-leading investment solutions to give you choice and flexibility:
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Charles Schwab Health Savings Brokerage Account (HSBA): Provides a wide range of stocks, bonds, and funds so you can design and manage your own portfolio. Lively offers two ways to set up your account, depending on your strategy.
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HSA Guided Portfolio (powered by Devenir): Provides personalized investment suggestions based on your risk preferences and time horizon, with optional automatic rebalancing to keep your portfolio on track.
Log into your Lively HSA and select Investments to explore both solutions.
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