Lively Benefits

Lively HSA

About this app

The Lively Benefits app brings the simplicity and signature user experience of the Lively platform to the palm of your hands. Easily manage your Lively benefits from anywhere through an unrivaled easy-to-use interface, even for the least tech savvy among us.

Use the Lively app to:

• VIEW A SINGLE VIEW OF WHAT’S IMPORTANT: Designed to tell you exactly what you need to know to make the most out of your Lively benefits and take timely action.
• MANAGE YOUR ACCOUNT ON THE MOVE: Track account balance, access transactions history, manage your Lively debit cards*, and more.
• INITIATE CLAIMS AND VERIFY PURCHASES: A paperless, easy claims verification process that guides you with clear instructions at every step.
• CHECK WHAT QUALIFIES AS ELIGIBLE: Access the list of qualified expenses directly through your app. Our comprehensive list
is always up-to-date and easy to access on the go.
• KEEP YOUR DATA SAFE: Login security measures such as Two-Factor Authentication (2FA) and biometric credentials keep your account safe from unauthorized users.

Lively is the benefit solutions provider that finally gets it right. We are committed to helping your Lively accounts reach their maximum potential through intuitive design, accessible customer support, and ongoing education.

We hope you’ll give the app a try. Visit us at livelyme.com to learn more or contact Lively Support at [e-mail].

*HSA card issued by Choice Financial Group, Member FDIC, pursuant to a license from Visa

Ratings and reviews

While this app sounds good in theory, it is ridiculously buggy and not worth the 'glowing' reviews it has received so far. For instance, you cannot adjust your monthly contribution through it, which should be a basic action. Sure the option is there and you can adjust the numbers, but you never get the option to submit the changes so you are forced to use the webpage instead. If you have to use the webpage to manage basic account functions then what is the point of downloading the app?

Lively may not have the clout of some other HSA providers, but these folks do a great job making a great option for those looking to get started. I feel like there are only a couple of things that you need the full webpage to do versus the app alone, yet I feel like including those things would create too much clutter. The app gives me the exact amount of detail and control I need to manage my account on the go! If you have an HDHP and want to save money for medical purchases, give this a try.

Works but can be tedious. Biometric security should be sufficient to enter the app rather than having to also complete an image verification. It takes to many clicks to get to basic functions like pulling up pending expenses, submitting contributions, and submitting reimbursements. Categorizing an expense should be an option during expense creation rather than only after the fact. There should be an option to submit an expense paid outside the account without having to transfer funds in and out.

What's new

- Refer a friend to sign up for a Lively HSA
- Enhancements to more accurately reflect debit card statuses
- Miscellaneous bug fixes