Getting started is easy

Gather required information

• Account owner information: Address, State-issued identification information (such as a driver’s license), and social security number
• Student information: Address, social security number, date of birth
• Designated survivor information: Address, social security number, and phone number

Choose investments

After entering your information, choose from over 20 investment options, including low-cost index portfolios, target enrollment date portfolios and more.

• Browse all investment options
• Use the Portfolio Selection Assistant

Fund your account

Finally, enter your bank information and select how much to contribute.

• Make an initial contribution: Get started with as little as $10.
• Set up recurring contributions: Grow your savings faster with automated monthly contributions from your checking or savings account.