Lively HSA

BTurner00
BTurner00 Member ✭
edited December 2021 in Report Missing Financial Institution

https://secure.livelyme.com/login

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In Review · Last Updated

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

Comments

  • Coach Tappan
    Coach Tappan Retired Coach ✭✭✭✭

    @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 ✭
    Bump.
  • nbucciere
    nbucciere Member
    edited May 2023

    Popular HSA with debit card for spending as well as investment options for contributions.

  • BrettStang
    BrettStang Member

    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 ✭

    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…

  • WMG3
    WMG3 Member ✭

    Lively HSA - https://livelyme.com/

  • quick-lotus
    quick-lotus Member ✭

    I would love to see Lively HSA — https://secure.livelyme.com/login — added as a supported financial institution! The HSA investments associated with a Lively HSA account (Charles Schwab HSBA) sync on Simplifi. However, the HSA transactions are not synced.

  • Altdata
    Altdata Member ✭

    Any update on connecting Lively to Simplify? It looks like people have been requesting a link for over 4 years…Schwab bank uses Lively as one of the banks that people can have HSA investments accounts so I would guess more than a few people would like this feature. https://secure.livelyme.com/individual/dashboard

  • Altdata
    Altdata Member ✭

    I posted to the can't connect topic and did not see any response. It looks like this has been an issue since 2020 and Simplefi was looking to resolving it in 2021. Can someone update me on this to see if this issues is being worked on?

    Here is the login link: https://auth.livelyme.com/realms/lively/protocol/openid-connect/auth?client_id=lively-app&redirect_uri=https%3A%2F%2Fsecure.livelyme.com%2Flogin&response_type=code&scope=openid&signup_redirect_path=%2Fsignup%2Fstart .
    "Any update on connecting Lively to Simplify? It looks like people have been requesting a link for over 4 years…Schwab bank uses Lively as one of the banks that people can have HSA investments accounts so I would guess more than a few people would like this feature. https://secure.livelyme.com/individual/dashboard"

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