CollegeInvest Smart Choice College Savings Plan^SM

A CollegeInvest 529 College Savings Plan Offered By FirstBank

CollegeInvest partnered with FirstBank, the largest locally owned banking organization in Colorado, to offer the CollegeInvest Smart Choice College Savings Plan. The Plan provides the benefits of a 529 plan along with the stability and security of a savings account . Plus, it’s the only 529 savings plan in Colorado that is FDIC-insured¹ and provides a state income tax deduction.

Plan Details

The CollegeInvest Smart Choice College Savings Plan offers a variety of benefits to you as an investor. Please read through the plan below to see how this 529 savings fund can fit your investment needs.
» read more details about the Smart Choice College Savings Plan

Investment Options

The Smart Choice Plan offers two FDIC-insured savings options: a Money Market Savings and a 1-Year Time Savings.
» read more about the 529 investment options for the Smart Choice 529 Fund

Current Interest Rate

Get the current interest rate for the savings options available through the Smart Choice Plan.
» read more

Enroll Now

 ¹ Smart Choice College Savings Plans are not insured by CollegeInvest, the State of Colorado, or its agencies. However, these funds are FDIC-insured in accordance with the current FDIC coverage limits.

Important Considerations

Official Statement
To learn about CollegeInvest’s 529 program, its objectives, risks, charges, limitations, restrictions and qualifications regarding the Plans’ benefits and potential tax advantages, please read the Program Disclosure Statements (PDS) available at www.collegeinvest.org. Also, check with your home state to learn if it offers tax or other benefits for investing in its own plan. CollegeInvest and the CollegeInvest logo are registered trademarks. Administered and Issued by CollegeInvest.

Capacity of Dealer and Other Parties
CollegeInvest is the issuer of plan securities and is the trustee of the plans in accordance with Colorado law. CollegeInvest also oversees the Managers' activities and provides certain administrative services, such as marketing, audit, and financial statements, in connection with the plans.

FirstBank serves as the Plan Manager for the CollegeInvest Smart Choice College Savings Plan and has overall responsibility for the day-to-day operations, including effecting transactions. FirstBank also assists CollegeInvest with marketing and distributing the CollegeInvest Smart Choice College Savings Plan.

CollegeInvest and the CollegeInvest logo are registered trademarks. Smart Choice is a registered service mark of CollegeInvest.

FirstBank - Member FDIC