Lively HSA FAQs
Lively specific topics and answers
- Can you provide more information on annual taxes?
- Does Lively Integrate with Mint.com?
- Does Lively Have an iOS App?
- My Bank Account Isn't Listed, How Can I Add Funds to Lively?
- Can I Connect Multiple Bank Accounts to My Lively HSA?
- Does Lively Integrate with Personal Capital?
- What investment options are available?
- Do I need to keep a minimum cash balance before investing?
- Are there any Closing Fees?
- Can I link my existing TD Ameritrade account to my Lively HSA?
- Does Lively have a referral program?
- How does Bill Pay work?
- Is Bill Pay available on the Lively mobile app?
- Can I schedule recurring payments?
- What happens if I submit a payment for an amount greater than my available HSA funds?
- What if I want to cancel a payment?
- I submitted a payment days ago. Why does it still say “Pending”?
- What’s the difference between “Payment Sent” and “Bill Paid”?
- What does it mean when a payment status is “Expired”?
- How do I know if the payment has been received?
- Why don’t I see the Spending Summary tile on my Lively dashboard?
- Why is my expense shown for last year in my Spending Summary when I reimbursed myself for it this year?
- What if one of my transactions is miscategorized in my Spending Summary?
- Does Lively support mobile payments?
- What if I added my card to my mobile wallet but lost the phone, tablet, or watch it’s synced to?
- How come I can’t add my debit card to my phone’s mobile wallet?
- How are the HSA Guided Portfolio funds selected?
- Why is there an annual fee for HSA Guided Portfolio?
- What is automatic rebalancing?