
HEALTH SAVINGS ACCOUNT UPDATES & FAQs
Contact UsImportant Information about your HSA
Effective February 3rd, 2023 Centier Bank will begin transitioning your Health Savings Account (HSA) to a new custodian (provider) called Lively Inc. We’re excited to offer customers access to Lively’s enhanced features and resources to improve your HSA experience. Please review the following Frequently Asked Questions. If you would like additional information, connect with a Centier Bank representative by calling us at (877) 323-0733.
Frequently Asked Questions
Disclosures
FDIC insured through Centier Bank, for so long as funds remain uninvested and on deposit with Centier Bank. Centier Bank Health Savings Accounts, powered by Lively are provided by Lively Inc. and are subject to their approval. Lively Inc. is not affiliated with Centier Bank
Contributions to and earnings on HSAs are not subject to federal taxes but may be subject to state taxes depending on where you reside. Centier Bank does not provide tax or legal advice. Seek the advice of your own tax and legal professionals to ensure your compliance with applicable HSA and other laws. Investment options are provided by Charles Schwab and Devenir; fees may apply. ²Investments are: NOT FDIC INSURED – NOT BANK GUARANTEED – NOT A DEPOSIT – MAY LOSE VALUE. Lively HSA Card is issued by Choice Financial Group pursuant to a license from Visa U.S.A. Inc.