The Schwab HSBA allows you to invest your Lively HSA funds in a wide variety of investments. Through Lively's integration with Schwab, you can:
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Access a wide variety of stocks, bonds, mutual funds, and ETFs.
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Monitor portfolio performance conveniently from your Lively dashboard.
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Choose between a $24/year access fee for no minimum balance requirements, or no fee with a $3,000 minimum cash balance. (Additional investment fees from Charles Schwab may apply.)
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