When setting up your Lively and Charles Schwab HSBA for the first time, it will be necessary to transfer the funds from the Lively “cash account” to the Charles Schwab investment account. You may do this either as a one-time transfer (such as for a large rollover balance coming in from another HSA custodian) or as a recurring fixed or “sweep” transfer. 

Below are detailed instructions to set up this process through Lively:

Sign in to Lively at https://livelyme.com 

Once logged in, click the “3-line” menu and choose Investments from the drop-down menu. 

On the dashboard page that loads, you will see your available cash balance as well as the “Transfer Funds” button on the right-hand side. Click the Transfer Funds button to proceed. 

Click Deposit.

Choose either the “immediate one-time deposit” option for a single transfer, or the “set a sweep transfer” option if you wish to set up an automatic transfer for future cash deposits as well.