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 or Mastercard.

Ratings and reviews

App doesn't save password or "remember device" no matter what I do. Have to type password and 2fa code every single time I open the app. Very inconvenient. and why can't I upload photos while the transaction is pending? I'm just attaching a photo for my records, delete the damn photo if the transaction doesn't post, but if I forget to attach the photo and then I have to sift through my photos of receipts later to find and attach.

the App itself is fine, it's moreso the service that's the issue. Recurring transfers are slow and only allowed on Fridays, money takes forever to settle for use or transfer to investments. investment account options are shoddy, either need to maintain a $3000 balance with them (at almost 0% interest) or pay a fee. To avoid their service charge for a guided portfolio you have to use Schwab, which is fine but the communication between the two services is very slow and it's a separate app to use

The app was great until the recent updates which changes the interface for submitting expenses. It doesn't remember the commonly last used Merchant/Provider names. It asks for the expense type giving a incomplete list to select from. Where is "prescription" or "pharmacy" or "medication"?!?! I have to put "others". Please bring back the old interface. U also have to type in the date manually instead of giving u a calendar to pick from. This is a regression.

What’s new

Enhancements and bug fixes to improve your experience.