Open your CollegeInvest 529 savings plan
Select your savings plan
Get started by selecting one of the four savings plans below.
Direct Portfolio
Stable Value Plus
Smart Choice
Scholars Choice
Select your
savings plan
personal
information
initial contribution
information
review the disclosure
statement
complete your
enrollment here
Direct Portfolio
most popular plan
A choice of aggressive to conservative investments, age-based options, individual portfolios, and more.
Stable Value Plus
Protects your principal AND guarantees a 1.79% annual rate of return for years 2022 and 2023 (net of fees).
Smart Choice
CollegeInvest’s FDIC-insured 529 savings plan.
Scholars Choice
for financial professionals
Your financial advisor will open your plan on your behalf. This plan offers advisors and investors a variety of great benefits.
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Not sure which plan is right for you?
Personal information
Account Owner
You or the person who will manage the investment options of the account and the use of funds on behalf of the Beneficiary.
You’ll need their:
- Full name
- Social Security number
- Date of birth
- Mailing address and/or U.S. permanent address
Beneficiary
You, the student, or the person who will use the funds for trade schools and colleges.
You’ll need their:
- Full name
- Social Security number
- Date of birth
- Mailing address
Successor Account Owner
The person who will automatically assume control of the account if the Account Owner should die while the account is open.
You’ll need their:
- Full name
- Social Security number
- Date of birth
- Mailing address
Initial contribution information
You will need the following information if you would like to make your contribution electronically (minimum of $25) with a one-time transfer, or start an automatic contribution plan, or Payroll Direct Deposit. Additional contributions can be made at a minimum of $15.
Your bank’s name and routing number
Your checking or savings account number
If you would like to make your contribution by mail:
Make your check payable to “CollegeInvest Direct Portfolio College Savings Plan.” You will mail your check and your completed application form to:
CollegeInvest Direct Portfolio College Savings Plan
PO Box 219931
Kansas City, MO 64121-9931
Initial contribution information
You will need the following information if you would like to make your contribution electronically (minimum of $25) with a one-time transfer, or start an automatic contribution plan, or Payroll Direct Deposit. Additional contributions can be made at a minimum of $15.
Your bank’s name and routing number
Your checking or savings account number
If you would like to make your contribution by mail:
Make your check payable to “Stable Value Plus.” You will mail your check and your completed application form to:
CollegeInvest
1600 Broadway, Suite 2300
Denver CO 80202
Initial contribution information
You will need the following information if you would like to make your contribution electronically with a one-time transfer, or start an automatic contribution plan, or Payroll Direct Deposit.
Your bank’s name and routing number
Your checking or savings account number
If you would like to make your contribution by mail:
Make your check payable to “CollegeInvest Smart Choice.” You will mail your check and your completed application form to:
CollegeInvest Smart Choice College Savings Plan
12345 W. Colfax Avenue
Lakewood, CO 80215
You can also open your account and make contributions in-person at any FirstBank location.
Initial contribution information
You can open an account only through a financial professional. You can start with as little as $25 and subsequent contributions need to be $25 or more. If you contribute using payroll direct deposit, you may contribute any dollar amount. Looking for a financial professional? Click HERE
Your bank’s name and routing number
Your checking or savings account number
If you would like to make your contribution by mail:
Make your check payable to “Scholars Choice.” You will mail your check and your completed application form to:
Scholars Choice College Savings Program
P.O. Box 219372
Kansas City, MO 64121
Overnight Delivery ONLY:
Scholars Choice College Savings Program
920 Main Street, Suite 900
Kansas City, MO 64105
You’re ready to enroll!
You’ll be directed to your Plan Manager’s site to complete your enrollment.
You’re ready to enroll!
You’ll be directed to your Plan Manager’s site to complete your enrollment.
You’re ready to enroll!
You’ll be directed to your Plan Manager’s site to complete your enrollment.
You’re ready to enroll!
Please consult with your financial advisor to enroll with Scholars Choice.
Investment returns are not guaranteed and you could lose money,
including principal, by investing in these options.