The transition of TD Ameritrade Self-Directed Brokerage Accounts to Charles Schwab’s Health Savings Brokerage Accounts (HSBA) will occur over the Labor Day weekend, September 1-4, 2023.
Lively has worked closely with Charles Schwab to provide a smooth transition for account holders currently investing their HSA funds through TD Ameritrade’s Self-Directed Brokerage Account.
Here are some important details about this transition for Lively HSA account holders:
- After 5:30 p.m. ET on August 31, 2023, you cannot initiate the transfer of funds (this includes one-time, recurring, or sweep transfers) between your Lively HSA and TD Ameritrade Self-Directed Brokerage Account.
- You can access your TD Ameritrade Self-Directed Brokerage Account until September 1, 2023, 8:30 p.m. ET.
- You can access your new Charles Schwab Health Savings Brokerage Account and investments using your Schwab credentials on September 5, 2023 after 5 a.m. ET.
There is a delay between Charles Schwab balances being displayed in Lively. Please log into Charles Schwab for the most up to date information on your investment account.
For any questions about this transition, please visit welcome.schwab.com/faqs-workplace or contact Schwab at 866-766-4015. If you have any questions about your HSA, please contact our team at firstname.lastname@example.orgUpdated: