Draw On Our Financial Expertise

Here is the information we need to get started today. It's simple.

• Verify your identity and tell us about yourself

  • Social Security number
  • Date of birth
  • Residential address
  • Email address
  • Phone number

• Tell us about who you are saving for

  • Social Security number
  • Date of birth
  • Residential address

• 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

• Select how would you like to invest

  • Your investment portfolio(s) selection