Frequently Asked Questions
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Lively provides two ways to access investment capabilities through Schwab Health Savings Brokerage Account by Charles Schwab. Account holders can choose to invest anything above $3,000 for no access fee from Lively or invest with no restrictions after a $24 annual access fee from Lively. Please note that other investment fees from Charles Schwab may apply. Learn more2.
Lively charges a 0.50% annual management fee for access to investment capabilities through the HSA Guided Portfolio by Devenir, including automated features such as rebalancing. The fee is based off of invested assets and debited quarterly.
Be sure to consult with a financial planning and/or tax professional as needed to understand your options.
