Lively HSA

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What is Lively HSA?

"Lively is a Health Savings Account platform for employers and individuals. A 401(k) for healthcare. Free for Individuals."

Lively is a Health Savings Account (HSA) platform for employers and individuals. A 401(k) for healthcare. We created a beautifully designed software with a simple and intuitive user experience to help you get the most out of your HSA. Lively HSAs works alongside high deductible health plans to make healthcare easier for everyone.

Lively provides employers and employees a paperless and digital way to manage their health savings account this includes simple easy sign up (less than 5 minutes), payroll syncing, and transparent pricing.

Lively is not a bank but has all of the benefits of one.


Lively HSA scored 80/100 in the Healthcare category. This is based on press buzz (43/100), recent user trends (falling), and other relevant information on Lively HSA gathered from around the web.

The score for this software has declined over the past month. What is this?


Lively HSA Awards

Lively HSA Quality Choice Badge 2020 Lively HSA Trusted Vendor Badge 2020

Regional Restrictions: United States

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Lively HSA Review

Editors' Review by the Healthcare Software Review Team

Lively HSA is an HSA administrator that offers several low-cost investment options and powerful features. While most HSA administrators are banks, Lively HSA is a software solution that allows you to make transfers, invest with TD Ameritrade Self-Directed Brokerage Accounts and have easy access to powerful tools to track expenditures and use HSA funds.

With Lively HSA, you’ll benefit from a cost-free and FDIC-insured HSA provider that lets you invest 100% of your HSA balance with TD Ameritrade. It’s currently one of the most popular HSA providers in the current market as it offers high-quality services at a low cost.

Lively HSA works by providing you with a debit card to give you access to the money you currently have stored in your HSA. If you have immediate and qualified medical expenses to pay off, then this platform assists you in identifying if they can be purchased with your debit card. It has a search engine that informs you of a list of items that qualify under your HSA.

Lively HSA Features

This software solution offers a variety of features for individuals, employers, brokers and partners.

Here are Lively HSA’s features:

Seamless transfers and contributions

Lively HSA allows you to make effortless transfers and deposits without worrying about additional charges. Not only does it offer bank-grade security with your HSA but it’s also FDIC-insured, which is supported by Lively’s bank partner, Choice Financial. Just link your bank account and you can set up one-time or recurring contributions. It also allows for paperless billing.

Dedicated support team

It doesn’t matter if you’re an individual opening up an HSA account or a company owner to a large workforce; Lively HSA has a dedicated support team that supports and guides you in using their system. From onboarding to offboarding, you can rely on the team to assist you in making the right choices. You can reach their team through email, phone and live chat.

Streamlined administration

Lively HSA has streamlined HSA administration tools that help connect the employers with the employees easier, offering an intuitive admin dashboard, onboarding and offboarding tools, and automated payroll deduction. With this, you’ll get to enjoy an easy and efficient digital system to handle multiple accounts all at once.

Benefits administration platforms

This feature is designed to assist employers in achieving a seamless onboarding and offboarding experience for their workforce. This prevents you from making any manual mistakes and dealing with stressful administrative duties. Since administration is streamlined, you’re able to directly work from the dashboard and focus on making your business grow.

Third-party administrators

TPAs offer you a modern and transparent platform when it comes to HSA management. With innovative and proprietary technology, customer-centric experience and dedicated support, the TPAs found in Lively HSA supports claim settlements and opportunities to make your revenue grow.

Lively HSA homepage

Lively HSA Benefits

Here are the top three benefits for those who subscribe to Lively HSA:

User-friendly interface

Lively HSA offers an intuitive and user-friendly platform, using simple tools and interfaces to help you navigate and make the most of the software. If you do encounter any issues, the platform lets you connect with a support team to guide you along the way.

Cost-free software solution

You don’t need to pay for any additional charges every time you use this solution. Fees related to point-of-sale, maintenance, transfers and contributions are negated for individuals and families. For employees, you need to pay for your employees’ accounts.

Tax advantages and investment potential

Using Lively HSA opens the door for multiple tax advantages and investment potential. You get to benefit from tax advantages when you contribute to your HSA such as pre-tax (for employees) and tax-deductible (for individuals). Additionally, you can use your HSA for investment opportunities like mutual funds and stocks. If you’re looking to invest, you need to contact an HSA custodian or a fee-only financial advisor.

Lively HSA Features

Pricing

Lively HSA’s pricing plan is simple — If you have your own HSA account, you don’t need to pay for any of its services. For individuals and families who want to use their platform, Lively HSA is completely free. It’s free to access and insured by the FDIC.

If you’re an employer, you’ll be charged $2.95 per employee per month. The administrative tools let you centrally manage contributions, offer employee investment options and automatically sync the solution to your payroll system.

Conclusion

With Lively HSA, you’re given a platform that helps maintain existing savings accounts as well as being able to transfer funds easily, track expenses, benefit from top experts in the field and use powerful administrative tools. If you’re looking for a software solution with several investment options offered at a low cost, then Lively HSA is a top contender in the current market.

  • Lively HSA

Healthcare Market Radar

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Lively HSA Product Overview


Languages: English
Regional Restrictions: United States

Healthcare Software Buyer Guide 2020

Product recommendations, vendor rankings, market overview and tips on how to select Healthcare software for business. Published in June 2020.

Healthcare software solutions offer a wide range of services that assist in and support the management of hospitals and healthcare practices. Products such as these allow businesses to keep track of appointments, medical records and help improve overall eff...

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Lively HSA Features

  • 2-Factor Authentication
  • 360 Degree Feedback
  • API
  • Attendance Tracking
  • Batch Permissions & Access
  • Budgeting
  • Calendar Management
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Employee Database
  • Employee Incentive Management
  • Employee Onboarding
  • Expense Tracking
  • External Integrations
  • Feedback Management
  • File Sharing
  • File Transfer
  • Forecasting
  • Inventory Tracking
  • Multi-Currency
  • Multi-User
  • Notifications
  • Project Management
  • Scheduling
  • Supplier Management
  • Timesheets
  • Travel Management
  • Vacation Calendar
  • Organization Management
  • Athlete Management
  • Employee Engagement
  • BitCoin
  • PayPal
  • Stripe

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