The basics
By Backer Team and 1 other2 authors23 articles
- Who can set up an account?
- Can I create a fund if I'm not the child's parent?
- Where can I find my child’s social security number?
- I failed the account verification step for setting up my 529 plan account. What do I do next?
- What platforms can I use to sign onto and manage my Backer account?
- Can I add someone else as a manager for my account?
- How much should I save? How fast will my savings grow?
- I was saving for a future baby and now the baby is here! What should I do next?
- Can I use Backer if I already have a 529 plan? Which 529 plans can be connected to Backer’s platform?
- How secure is Backer? How do you keep my personal information safe?
- What is your relevant experience, including your licenses, education, and other qualifications?
- Does Backer have any disciplinary history?
- Is Backer right for me? Given my financial situation, should I choose an investment advisory service like Backer?
- How does Backer make money? Are there conflicts of interest that affect me? How are they addressed?
- What would happen to my account if Backer were to be acquired, go public, or cease doing business?
- Where can I obtain additional information about your services?
- Who is my primary contact person? Who can I talk to if I have questions or concerns?
- How can Backer help me save for college? What services do you provide?
- How does Backer charge for its service? What fees will I pay?
- How do I reset my password?
- How can I change my personal information or my beneficiary's personal information?
- How does Backer choose investments to recommend to me?
- How can I cancel my Backer account?