Explore Your 529 Plan Investment Options

We know that choosing investment options can be overwhelming, but The Education Plan® can help make it easy. With a range of professionally managed investments, your Education Plan account has the flexibility to meet your investment needs.

Ready to get started? Opening an account is easy and only takes about 15 minutes!

You'll need the following for yourself and the beneficiary you're enrolling:

Beneficiary's Date of Birth
Beneficiary's Social Security Number or Tax Identification Number (TIN)
Your Social Security Number or TIN
U.S. Street address (not P.O. Box)
Your bank routing number

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Phone: 1-877-337-5268
We're available Monday to Friday 8 a.m. to 7 p.m. MT

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