Enroll in a 529 Savings Plan with CollegeInvest
- Enroll Landing Tab
- Direct Portfolio Content
- Scholars Choice Content
- Smart Choice Content
- Stable Value Plus Content
Get started by selecting a plan below.
When you choose the CollegeInvest Direct Portfolio College Savings Plan, you gain the expertise of Vanguard, one of the world's largest and most trusted investment management companies.

If you prefer to work with a financial advisor, the Scholars Choice College Savings Plan offers advisors and investors alike a variety of great benefits.

CollegeInvest and FirstBank offer the only FDIC-insured 529 savings option with the Colorado tax deduction for contributions.

CollegeInvest has partnered with Nationwide to offer you a guaranteed fixed-income 529 college savings option, currently 2.09% for 2021.

Investment returns are not guaranteed and you could lose money, including principal, by investing in these options.
Please review the following information before enrolling in Direct Portfolio
Personal Information you will need:
You will be asked to provide the Full Name, Date of Birth, Social Security Number, and a Mailing Address for each of the following people associated with the account:
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.
Beneficiary
You, the student, or the person who will use the funds for higher education expenses.
Successor Account Owner
The person who will automatically assume control of the account if the Account Owner should die while the account is open.
Your Initial Contribution to Open the Account
If you would like to make your contribution electronically (minimum of $25) with a one-time transfer, or starting an automatic contribution plan, or Payroll Direct Deposit, you will need the following information:
- Your Checking or Saving Account Number
- Your Bank’s Name and Routing Number
If you would like to make your contribution by mail (minimum of $25):
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
Review the Disclosure Statement:
Read the Statement
Investment returns are not guaranteed and you could lose money, including principal, by investing in these options.
Please consult with your financial advisor for enrollment details and review the following information before enrolling in Scholars Choice
Personal Information you will need:
You will be asked to provide the Full Name, Date of Birth, Social Security Number, and a Mailing Address for each of the following people associated with the account:
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.
Beneficiary
You, the student, or the person who will use the funds for higher education expenses.
Successor Account Owner
The person who will automatically assume control of the account if the Account Owner should die while the account is open.
Your Initial Contribution to Open the Account
If you would like to make your contribution electronically (minimum of $250) with a one-time transfer, or starting an automatic contribution plan, or Payroll Direct Deposit, you will need the following information:
- Your Checking or Saving Account Number
- Your Bank’s Name and Routing Number
If you would like to make your contribution by mail (minimum of $250):
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
Review the Disclosure Statement:
Read the Statement
Investment returns are not guaranteed and you could lose money, including principal, by investing in these options.
Please review the following information before enrolling in Smart Choice
Personal Information you will need:
You will be asked to provide the Full Name, Date of Birth, Social Security Number, and a Mailing Address for each of the following people associated with the account:
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.
Beneficiary
You, the student, or the person who will use the funds for higher education expenses.
Successor Account Owner
The person who will automatically assume control of the account if the Account Owner should die while the account is open.
Your Initial Contribution to Open the Account
If you would like to make your contribution electronically (there is no minimum initial contribution level to open your account) with a one-time transfer, or starting an automatic contribution plan, or Payroll Direct Deposit, you will need the following information:
- Your Checking or Saving Account Number
- Your Bank’s Name and Routing 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
Review the Disclosure Statement:
Read the Statement
Please review the following information before enrolling in Stable Value Plus
Personal Information you will need:
You will be asked to provide the Full Name, Date of Birth, Social Security Number, and a Mailing Address for each of the following people associated with the account:
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.
Beneficiary
You, the student, or the person who will use the funds for higher education expenses.
Successor Account Owner
The person who will automatically assume control of the account if the Account Owner should die while the account is open.
Your Initial Contribution to Open the Account
If you would like to make your contribution electronically (minimum of $25) with a one-time transfer, or starting an automatic contribution plan, or Payroll Direct Deposit, you will need the following information:
- Your Checking or Saving Account Number
- Your Bank’s Name and Routing Number
If you would like to make your contribution by mail (minimum of $25):
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
Review the Disclosure Statement:
Read the Statement