Very easy to use and navigate thru.
Thank you for the review. We appreciate you sharing your experience with the platform. - Lively Team
Lively (livelyme.com) has a 4.6 out of 5 rating on OK.one, based on 101 user reviews collected here. It is listed under Electronics & Technology and its reputation is excellent. Praise is nearly unanimous, with 92% rating it 4 stars or higher; The business has replied to 100% of negative reviews. Last updated 2026-08-11.
Thank you for the review. We appreciate you sharing your experience with the platform. - Lively Team
Love the site, hard to figure out how to take a distribution.
Thank you for sharing your experience! We’re glad the site has been working well for you and appreciate you flagging the distribution experience. If you ever need help navigating the distribution process, our Support team is happy to walk through the steps and answer any questions. You can reach them at [email protected] or 1 (888) 576-4837, Monday–Friday from 6:00am to 6:00pm PT. - Lively Team
Works well, but would prefer if there was a download feature so it would communicate with quicken.
Thank you for leaving this review. Feedback like this is helpful for understanding what matters most to customers. We appreciate you taking the time to share your perspective! - Lively Team
I really like the idea of storing HSA receipts online and the ability to invest my funds.
I would have given 5 stars but for issues with the app. Almost every time I try to add an expense for future reimbursement, the process fails. The app will ask me to upload an image before I've entered any info about it. I then get kicked out and have to start again. This can happen multiple times before the process flows correctly.
Thank you for sharing this experience! We understand how disruptive that can be when you're just trying to submit an expense. We're looking into this with our product team and are here to help if you'd like to connect with support directly! - Lively team
Lively is amazing because it keeps my receipts, track on what I invested into my HSA and I can also see from the past previous years what I invested which keeps me motivated.
Thank you for leaving a review! It’s great to know the platform is helping you stay on top of your contributions and giving you a clear view of your past activity. Keeping that kind of visibility really does make it easier to stay focused on your goals. Thank you for choosing Lively! - Lively team
I have been pleased with Lively's flexible investing options. Unlike most other HSA accounts, Lively has options for investing with no minimum balance.
Thank you for taking the time to leave a review! Having no minimum balance for investing is something we know matters to a lot of account holders, and we're excited it's been useful for you. Your feedback means a lot! - Lively team
I appreciate the ease in which I can navigate the website to make deposits, request reimbursements and manage a wide array of quality investment options. It is simple to upload receipts so records are all in one place. I feel confident my data is secure with Lively due to the security features in place to login.
Thank you for the thoughtful feedback! It’s great to hear that managing your account, uploading receipts, investing, and logging in securely have all worked smoothly for you. It means a lot to know Lively is supporting your health savings goals in a meaningful way. Thank you for choosing Lively! - Lively team
Lively has given me the opportunity to invest my funds at Schwab (well first TDA). With a full range of investments. Set them aside until retirement and it has allowed that sum to grow nicely.
We love hearing that your HSA investments have grown and supported your retirement planning. Being able to set funds aside and access a wide range of investment options can make a meaningful difference over time. Thanks for sharing your experience — we're glad Lively has been a part of your journey. - Lively team
Efficiency matters, especially when it comes to managing your health benefits! We're glad the experience has been straightforward on your end. Thank you for choosing Lively! - Lively team
Fantastic HSA administrator with an intuitive, user-friendly platform interface with high functional reliability.
We really appreciate you taking the time to share this feedback! It’s great to hear that the platform has been working reliably and feels intuitive to use. We're always working to keep the experience as seamless as possible. Thank you for choosing Lively! - Lively team
Very user-friendly and intuitive! I like that I can self-direct it and make changes to my investments very easily.
Thank you for taking the time to share your experience! We're so glad to hear the platform feels intuitive and that you’ve found it easy to self-direct your investments. Giving you that kind of control is exactly what we aim for. Thank you for choosing Lively! - Lively team
Tracking expenses, adding receipts and getting reimbursements make Lively a great asset.
Thank you for leaving your review! We’re so glad the platform is helping with tracking expenses and getting reimbursed. It’s great to know Lively has become a useful part of your health savings routine. Thank you for choosing Lively! - Lively team
Super easy to view and contribute to my HSA. User friendly interface. Clear communication about closure dates. Highly recommend!
Thank you so much for the kind words and recommendation! We’re glad to hear the platform has been easy to use and that the communication has been clear. It’s great to know the process of managing your HSA has been smooth. If there’s ever anything we can help with, our team is always here for you. Thank you for choosing Lively! - Lively team
It was done in a timely manner, gave me the exact instructions how to deal with the reimbursement and that you could even do a reimbursement.
Thank you for the review! We're happy to hear everything was handled quickly and that the step-by-step guidance made the reimbursement process easier to navigate. It's great to know it all worked as expected. Thank you for choosing Lively! - Lively team
Having the link to Schwab to grow my funds along with a handy debit card makes Lively a choice I recommend to others.
We appreciate you sharing this! It’s great to know the combination of investment access and easy spending has helped you make the most of your HSA. Thanks for recommending Lively — that truly means a lot. - Lively team
Easy to manage my HSA. Great connection with my stock market account at Schwab.
Thank you for your review. We're happy to hear that managing your HSA has been straightforward and that the Schwab connection is adding value. We appreciate you choosing Lively! - Lively team
Easy to navigate, no fees.
Thanks for taking a moment to share your experience! It’s great to know the platform feels intuitive and that the no-fee structure is working well for you. We’re glad to have you with Lively! - Lively team
All good except I want to have a running balance for the transaction list.
Thank you for your review! We're glad to hear things have been working well overall. We understand how helpful a running balance could be, and we appreciate you calling that out. Feedback like this helps us continue to improve. Thank you for choosing Lively! - Lively team
I love the way Lively allows me to manage the growth of HSA funds while providing a format for clear record keeping for future reimbursements.
Thank you for sharing this! We're so glad the platform is helping you grow your HSA funds while keeping everything organized for future reimbursements. It’s great to hear that both features are supporting your goals. Thank you for choosing Lively! - Lively team
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