Lively Benefits

Name: Lively Benefits
Rating: 4.9 (7109 reviews)
Author: Lively, Inc.

Invest in Your Health ®

Only for iPhone

Free

7.1K Ratings
Ages

13+
Years
Category

Finance
Developer

Lively, Inc.
Language

EN
+ 1 More
Size

130.1
MB

iPhone

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 support@livelyme.com. *HSA card issued by Choice Financial Group, Member FDIC, pursuant to a license from Visa or Mastercard.

Ratings & Reviews

4.9

out of 5

7.1K Ratings

Powerful Features and Beautiful Design
04/26/2020

scampthevamp
I was funneled into an absolute dinosaur of a banking institution by my employer, but then I found Lively. With this app I can track contributions in a beautiful pie graph and flush spare dollars to a separate TD Ameritrade investment account. But my favorite feature is the ability to document medical expenses and upload corresponding receipts for later reimbursement. This makes it so easy to use a rewards credit card to pay for medial expenses. Also, everybody warns you to take distributions right away if you are bad at record-keeping, because this will keep you out of trouble with the IRS. Yet this app can be one more source of backup for important documents. Anyways, no HSA provider or facilitator that I’ve found is offering the same level of functionality or modernity that is company is, so making them my sole HSA provider was no-brainer for me.
Powerful Features and Beautiful Design
04/26/2020

scampthevamp

I was funneled into an absolute dinosaur of a banking institution by my employer, but then I found Lively. With this app I can track contributions in a beautiful pie graph and flush spare dollars to a separate TD Ameritrade investment account. But my favorite feature is the ability to document medical expenses and upload corresponding receipts for later reimbursement. This makes it so easy to use a rewards credit card to pay for medial expenses. Also, everybody warns you to take distributions right away if you are bad at record-keeping, because this will keep you out of trouble with the IRS. Yet this app can be one more source of backup for important documents. Anyways, no HSA provider or facilitator that I’ve found is offering the same level of functionality or modernity that is company is, so making them my sole HSA provider was no-brainer for me.
Hands Off HSA Roll Over
07/27/2023

HSAJoe
This feature was the easiest way I have ever done an HSA trustee to trustee transfer. All I had to do was know my old HSA account number and the bank (of course I had to liquidate my old accounts investments but you have to do that for a rollover anyway). Couple of clicks, the form was filled out for me all I had to do was an electronic signature. Less than 5 mins. The last time I had to do a rollover it took months, and paperwork. Lively’s way is the best I’ve ever seen.

Developer Response
Hi there! Thanks for the 5-star review and feedback! We're thrilled that you had a great experience transferring your funds.
Hands Off HSA Roll Over
07/27/2023

HSAJoe

This feature was the easiest way I have ever done an HSA trustee to trustee transfer. All I had to do was know my old HSA account number and the bank (of course I had to liquidate my old accounts investments but you have to do that for a rollover anyway). Couple of clicks, the form was filled out for me all I had to do was an electronic signature. Less than 5 mins. The last time I had to do a rollover it took months, and paperwork. Lively’s way is the best I’ve ever seen.
Developer Response 08/11/2023
Hi there! Thanks for the 5-star review and feedback! We're thrilled that you had a great experience transferring your funds.
Way too strict
Jan 27

Nopadetriment
Somehow after working with HealthEquity for years and having 0 problems getting things like actual medicines and actual legitimate childcare approved smoothly, lively needs a ton more documentation. They are acting like they are the IRS rather than a holder of MY money. I am getting medications from pharmacies declined, after school invoices declined, etc etc. I can justify all of this to the IRS if needed but for them to decline and not pay me my own stuff is about 10 steps too far.Lively has been absolutely terrible to work with and they need to get their heads out of the bureaucracy about 5 times and understand that if we use our child's school's after school program it's legitimate. If I am ordering from a credentialed pharmacy it's legitimate.Such a headache. Stop trying to keep my money, it's mine not yours unless you want to start paying me to work through your convoluted processes.

Developer Response
We’re sorry for the frustration. Childcare and medication reimbursements are essential, and while we have to follow IRS documentation rules, we never want the process to be a burden. Please send us a secure message from your dashboard and mention this review—our team would be happy to review your case and get this promptly resolved for you.
Way too strict
Jan 27

Nopadetriment

Somehow after working with HealthEquity for years and having 0 problems getting things like actual medicines and actual legitimate childcare approved smoothly, lively needs a ton more documentation. They are acting like they are the IRS rather than a holder of MY money. I am getting medications from pharmacies declined, after school invoices declined, etc etc. I can justify all of this to the IRS if needed but for them to decline and not pay me my own stuff is about 10 steps too far.Lively has been absolutely terrible to work with and they need to get their heads out of the bureaucracy about 5 times and understand that if we use our child's school's after school program it's legitimate. If I am ordering from a credentialed pharmacy it's legitimate.Such a headache. Stop trying to keep my money, it's mine not yours unless you want to start paying me to work through your convoluted processes.
Developer Response Feb 9
We’re sorry for the frustration. Childcare and medication reimbursements are essential, and while we have to follow IRS documentation rules, we never want the process to be a burden. Please send us a secure message from your dashboard and mention this review—our team would be happy to review your case and get this promptly resolved for you.
Yeah…Face ID….
07/22/2025

EBbVirtual
…still does not work despite everything being updated. Might as well remove this ‘feature’ from the app. Otherwise, love the company for its low fees, Schwab integration allowing me to manage my money, and just the overall nice interface to track my contributions (and spending although I don’t use these funds for medical expenses). Came from HSA Bank years ago whom raised their minimum account requirement to $1000 that had to be maintained and only paid .01% but the fees eroded that required balance. Keep up the great work and low fees Lively!!
Yeah…Face ID….
07/22/2025

EBbVirtual

…still does not work despite everything being updated. Might as well remove this ‘feature’ from the app. Otherwise, love the company for its low fees, Schwab integration allowing me to manage my money, and just the overall nice interface to track my contributions (and spending although I don’t use these funds for medical expenses). Came from HSA Bank years ago whom raised their minimum account requirement to $1000 that had to be maintained and only paid .01% but the fees eroded that required balance. Keep up the great work and low fees Lively!!

• Bill Pay is here: You can now send payments directly to healthcare providers from your Lively mobile dashboard. • Other enhancements and bug fixes to improve your experience.

Version 2.33

Feb 2

Data Linked to You

The following data may be collected and linked to your identity:
- Health & Fitness
- Purchases
- Financial Info
- Location
- Contact Info
- User Content
- Identifiers
- Usage Data
- Sensitive Info
- Other Data
Data Not Linked to You

The following data may be collected but it is not linked to your identity:
- Diagnostics

Privacy practices may vary, for example, based on the features you use or your age. Learn More

Supported Features
- VoiceOver
- Voice Control
- Larger Text
- Differentiate Without Color Alone
- Sufficient Contrast
- Reduced Motion

Information

Seller
Size
Category
Compatibility
Languages
Age Rating
Copyright

Developer Website

Privacy Policy

Supports

Wallet

The simplest way to get all your passes in one place.

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Lively Benefits

Invest in Your Health ®

Ratings & Reviews

What’s New

Version 2.33

App Privacy

Data Linked to You

Data Not Linked to You

Accessibility

Supported Features

VoiceOver

Voice Control

Larger Text

Differentiate Without Color Alone

Sufficient Contrast

Reduced Motion

Information

Supports

Wallet

More by Lively, Inc.

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