Open an Account
It only takes 10 minutes to open an account and start saving.
Getting Started is Easy
You will need a few pieces of information before you start:
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Personal Information
Gather details for yourself and your beneficiary (the future student). This includes:
- Names
- U.S. addresses
- Social Security numbers (or Individual Taxpayer Identification Numbers)
- Dates of birth
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Banking Details
It’s simple to contribute electronically as well as set up an ongoing electronic contribution—just have your bank routing and account numbers handy.
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Investment Options
You can select one of our Age-Based Options or Target Portfolios. Or you can design your own investment strategy with our Individual Fund Portfolios.
Learn more about your investment choices:
Complete the Risk Tolerance Questionnaire.
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Successor Account Owner
We recommend naming a trusted family member or friend as Successor Account Owner. You’ll just need their name, phone number, and birthdate.
