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Compare 529 Plans by Features
Plan
How to enroll
Enroll directly with the program or through contracted partners such as financial advisors or financial institutions with the State of Arizona.
Enroll through a financial advisor.
Enroll directly or through approved Indiana banks and financial advisors.
Enroll through Charles Schwab & Co., Inc. or through independent advisers associated with Schwab.
Maine
Contact ABLE ME at 207-942-5211 OR 1-877-Bangor1 (1-877-226-4671) to establish an account.
Enroll directly with the program.
Enroll directly with the program.
Enroll directly with the program.
Enroll through a financial advisor.
Enroll directly with the program.
Enroll directly through Victory Capital @ www.vcm.com/529, Enroll directly through Victory Capital.
Morgan Stanley National Advisory 529 Plan
North Carolina
Enroll through working with a Morgan Stanley Financial Advisor. All account owners must open (and continue to maintain) an advisory account with Morgan Stanley in order to remain eligible to participate in the MS Advisory 529 Plan.
Oregon
You can establish an account in the MFS Plan directly with the program manager, or you may invest in the MFS Plan through a broker/dealer that maintains a single account.
CollegeBound 529 (Advisor-sold)
Rhode Island
Enroll through a financial advisor or registered investment advisor.
Future Scholar 529 College Savings Plan (Advisor-sold)
South Carolina
Enroll through a financial advisor.
Future Scholar 529 College Savings Plan (Direct-sold)
South Carolina
Enroll directly with the program.