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  2. Lively HSA FAQs

Lively HSA FAQs

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  • 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?
  • 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?
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