No. In order to invest your Lively HSA funds with Charles Schwab, you will need to create a new Charles Schwab account through the 'Investments' section of your Lively account.
Updated:Other articles in this section:
- In-Kind Transfers for Charles Schwab
- How do I change my Schwab investment account access fee?
- Can I link my existing Charles Schwab account to my Lively HSA?
- Can my financial advisor manage my investment account?
- Charles Schwab Health Savings Brokerage Account (HSBA)
- What investment options are available?
- What is automatic rebalancing?
- How are the HSA Guided Portfolio funds selected?
- HSA Guided Portfolio
- Investments Auto Transfer