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Investigator Finance
Open to individualsSome fees not confirmed

Lively

Schwab self-directed brokerage or Devenir guided portfolios

Lines that say “Not confirmed” were blank in the source we checked. They are not zeros, and they are not guesses. Your employer’s plan can also differ from this public sheet.

Monthly fee
$0

Charged to keep the account open, before any investment fee.

Invest-from balance
$0

Cash you generally must hold before more of the balance can be invested.

Transfer-out fee
Not confirmed

What this provider charges to send the HSA to another custodian.

Cash rate
Not confirmed

Published APY or yield on uninvested cash. The notes say which.

Workplace only?
Open to individuals

Whether a person can open the account, or only a workplace plan can.

Last checked
October 15, 2026

When this row was compared with the source below.

Notes

$0 monthly fee. Schwab self-directed option has $24/yr fee if cash balance below $3,000. Lively states $0 transfer fees but exact transfer-out fee not confirmed on a fee schedule. Cash rate not found.

Source

Fee source
livelyme.com
Provider site
livelyme.com

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