Lively Tools and Features

Bill Pay

• Can I schedule recurring payments through Bill Pay?
• How do I know if the Bill Payment has been received?
• I submitted a Bill Pay payment days ago. Why does it still say “Pending”?
• Is Bill Pay available on the Lively mobile app?
• What does it mean when a Bill Pay payment status is “Expired”?
• What does my Bill Pay status mean?

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Claim Sync

• What is Claim Sync, and how does it work?
• Who is TPA Stream, and why is Lively working with them?

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Deductible Tracker

• What is the Deductible Tracker?

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Expense Eligibility Scanner

• How do I get started with the Eligibility Scanner feature?
• What is the Eligibility Scanner?

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General

• Does Lively have a referral program?
• Does Lively integrate with financial apps?
• Does Lively offer a high yield savings account?
• How do I download my receipts?
• Is Lively a bank?
• My transactions are not showing up on my account. What do I do?

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HSA Boost

• Does opting into HSA Boost restrict my money in any way?
• How can I get access to HSA Boost?
• What is the cost for turning on HSA Boost?
• Why are HSA Boost funds not FDIC-insured?

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Lively Mobile App

• Can I receive mobile push notifications for card transactions?
• Does Lively have a mobile app?

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Spending Summary

• Spending Summary
• What if one of my transactions is miscategorized in my Spending Summary?
• Why is my expense shown for last year in my Spending Summary when I reimbursed myself for it this year?

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