In-kind transfers are available through Schwab’s Health Brokerage Savings Account (HSBA) investment option.
Account holders that would like to transfer their investment funds (as is) to their new HSA provider must complete an In-Kind Transfer.
Before starting the transfer process with the other HSA provider, simply send an email to support@livelyme.com from the email address on file for your Lively account or reach out directly to us from the Secure Message tool located within your Lively account and we can provide you instructions and assist you with this process.
If an account holder would like to transfer any invested funds from their Lively HSA to a new provider, the account holder should contact their new provider directly.
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