Lively Benefits User Reviews

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  • Account Denied

    My account was denied. After contacting customer service multiple times (during their extremely limited hours) I was told that the security security team reviewed my account and they couldn’t open it. There was nothing they could do.

    No option to figure out what the issue was and try and correct it. Just another company trying to collect personal information. 0 stars.
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  • A losing investment

    I’m not impressed with the investment portion of this website/ HSA. When setting it up your goals you toggle between answers and I can’t get it to my exact age or set accurately in any of the other metrics. And after several months in the managed investing all that has happened is that I’ve lost money. I keep hoping I get back to even and then I’m pulling my money out!
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    Developer Response

    Hi there. Thank you for the feedback. We are sorry to hear you are not having the best experience using our HSA. We'll be sure to share your feedback with our product team. If there is anything we can do in the meantime, please feel free to contact our support team at 888-576-4837.
  • Continuous issues typing $ amounts

    For some reason, on both the app and the website, I can’t type in the value field.

    The first time was adding a $ amount to maintain in the account before sweeping to be invested. I had to call in and have them do it from their end.

    Now I can’t type a value in the “one-time contribution” field. No matter what numbers I press the field refused to input anything. Now I’ll have to call again…
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    Developer Response

    Hi There! Thank you for reaching out. I've shared your concern with our team and we will investigate. Please contact our support team at 888-576-4837 and we will be happy to help and troubleshoot further.
  • Very user friendly!

    Graphics were inviting and colorful and layout was very intuitive. Well thought out app and easy to use!

    Developer Response

    Hi ERFinch! Thanks for your feedback and the 5-star review!
  • Login process needs work

    The app works well, save for the login process. It won’t remember FaceID info even the next day, and check the “remember me for 14 days” option for 2FA NEVER works.
  • “Verification Error”

    App is pretty useless when there has been a supposed “verification error” any time I try to log in for the last few months. The website works just fine; the app, not at all.
  • Does not recognize password on iPad Pro 11”

    Does not recognize my password on iPad Pro 11”. Sometimes it teases and get as far as identify these objects in the picture. The app on my 2 different model iPhones works normal. Way to go Lively app team, after this May 2021 update my iPad Pro can use this app since it recognizes my password. Thanks!
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    Developer Response

    Hi Bill. We’re sorry you’re unable to log in on your iPad. We have released an update on May 3rd that addresses your concern.
  • Easy to use

    Great styling and very simple to use. The dashboard makes viewing transactions very simple and easy.

    Developer Response

    Hi IMCDC! Thanks for the 5 stars!
  • Bad funds transfer access speed

    Overall the app is functional but my experience thus far has been super slow access to funds deducted from my bank account being available to invest and super slow transfer of additional funds to my chosen brokerage. It’s frustrating if one is trying to manage money but my guess is that they use the float to boost profits. Not all is as it seems.
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    Developer Response

    Thank you for sharing your feedback. We’re constantly looking for ways to increase speed and improve your experience. While parts of the transfer process are outside of our control, we always do our best to keep you updated on the status. Please contact our support team at 888-576-4837 if you need anything in the interim and we will be happy to help!
  • Had all my money stolen from them and they are making me do all the work

    I opened my app to pay a health bill - ALL my money had been stolen by some crook in Saudi Arabia spending HSA on non health related items. Suddenly I’m the one having to fill out forms for VISA. My credit union would never have allowed this. I think I’ll get my HSA with them instead of these bums. Don’t trust them AT ALL.
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    Developer Response

    Hi C Huckaby. We fully understand the frustration and inconvenience this situation caused. It sounds like our support team was able to provide more clarity on the process with Visa and help get the issue escalated. Since your issue was resolved, we have also taken steps to further enhance our fraud monitoring.

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