You can update your account setup at any time. To make changes, log into your Lively account, and navigate to the "Investments" section. Select the "Settings" option on the investment page to view your current plan, and select "Edit" to make changes.
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If you're updating your account to pay the annual access fee, the fee will automatically deduct from your account balance. The fee will be deducted from your next transfer of funds if the $24 is not immediately available.
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When updating to no access fee, you will only be able to transfer any amount in excess of $3,000 in your HSA balance. If you had already paid the access fee, you can continue to invest with no minimum until the current fee expires.
Be sure to consult with a financial planning and/or tax professional as needed to understand your options.
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