Lively HSA

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BTurner00
BTurner00 Member
edited December 2021 in Report Missing Financial Institution

https://secure.livelyme.com/login

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We are working to establish this connection in Simplifi, however, we cannot guarantee that we'll be able to support a requested bank.

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  • Coach Tappan
    Coach Tappan Retired Coach ✭✭✭✭
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    @BTurner00 Thanks for your comment. A request to add LivelyHSA to our list of supported banks and other financial institutions was submitted to our support team a few weeks ago, but we are still working on creating a connection for it in Simplifi. We will post an announcement here once that link is active. You can follow this topic by clicking on the Gold Star icon at the upper right, to receive a notification when we have an update.

  • Chauncey
    Chauncey Member ✭
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    Bump.
  • nbucciere
    nbucciere Member
    edited May 2023
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    Popular HSA with debit card for spending as well as investment options for contributions.

  • BrettStang
    BrettStang Member
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    Looking forward to syncing these transactions. The investment side works because it is Charles Schwab but we need the checking account to track debit activity directly on the account with Lively.

  • OMG HI
    OMG HI Member ✭
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    Our company has recently switched to this Lively HSA bank as well and would really love to see this supported. It's quite a popular bank and surprised it's not supported.

    I live my life one line of code at a time…

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