Can I change my portfolio allocation?


When you are signing up for a 529 plan account, you will be presented with our investment recommendation for your portfolio selection. We base our investment recommendation on various factors, including the age of the beneficiary and your risk tolerance. We will recommend an age-based portfolio that automatically adjusts based on the beneficiary's age to become less aggressive and less risky as the beneficiary reaches college enrollment age.

If you would like to change your portfolio selection, you can do so twice per calendar year. Please email us at to request this change.

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