Smart529 Select

Change Your Address

Account owners who wish to change their mailing address must use the Account Information Change form PDF. You cannot make this change online.

For Account Owners


Account Owners options for accessing and managing your account:

By Internet – Log in to your account to:

  • Get your investment options, account and portfolio values
  • Make a one-time contribution
  • Adjust portfolio allocations
  • Add bank instructions
  • Change password or username  
  • View transaction history
  • Order duplicate statements
  • Get year-end tax information
  • Download forms and offering statements
  • Research fund performance history
  • Register for eDelivery of statements and confirms
  • Sign up for the Automatic Investment Program
  • Sign up for the Payroll Direct Deduction Program

Phone:

  • Get your investment options, account and portfolio values
  • Make a one-time contribution
  • Adjust portfolio allocations
  • Order duplicate statements
  • Get year-end tax information
  • View underlying fund objectives
  • Research history
Updated 12/08/2015