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by bgentry
3398 days ago
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1. Do you support individual/non-employer accounts? 2. What are the investment options for the accounts? Can I put it into low-fee Vanguard index funds? 3. Can I roll over from an existing HSA provider, and if so, how painless do you make that? |
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2. We are going to be launching investment capabilities at the end of Q2. When we do this, you will have access to invest in low cost mutual funds, ETFs, but also straight stocks/bonds, etc. It will be a self-directed option.
3. Yes you can rollover! But be sure to ask your provider if there is a fee. We have found that often times HSA providers charge a nominal rollover/transfer fee. They vary so be sure to ask. Today, just send us an email to support@livelyme.com and we can walk you through that process. We just need some information from you, will fill out a form, send it to you for electronic signature, and we take care of the rest. We have plans to completely automate this process, but we haven't yet released that functionality. Stay tuned!