Here is the information we need to get started today. It's simple.
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Verify your identity and tell us about yourself
- Social Security number
- Date of birth
- Residential address
- Email address
- Phone number
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Tell us about who you are saving for
- Social Security number
- Date of birth
- Residential address
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Set up your initial and recurring savings
- Checking or savings account number and bank routing number, or
- A check, or
- Rollover information from another 529 or education savings account
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Select how you would like to invest
- Your investment portfolio(s) selection
Enroll Now
