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1 Level
781 Review
40 Karma

Review on Lively by Dino Burks

Revainrating 5 out of 5

Able account reconciliation between several brokerages

The ability to have our accounts in one place is great! It helps us keep track of all our accounts in one place. I wish there was more information about our accounts. It would be nice if it gave you more insight into what your balances are and how that money has been used. I also dislike that it takes so long for them to update anything. Sometimes we can't even see any changes at all. We use our HSA's funds for medical costs and other things like dental and vision care. This makes it easy to know exactly where every dollar goes.

img 1 attached to Lively review by Dino Burks

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Pros
  • Ability To Keep Track Of All Our Accounts
  • Easy Way For Us And Others In My Family Membership Can See Where Everything Is At, What Balances Are Available etc.
  • Very Reliable Service From Staff That Works There (Ordered Meals)
  • Great Customer Support People When Needed Or Need Help With Something
Cons
  • It is hard to say