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529 Plans
Existing 529s

Existing 529s

★ Can I use Backer if I already have a 529 plan? Which 529 plans can be connected to Backer’s platform?
How do I connect an existing 529 plan account?
How do I rollover from my current 529 plan to Backer?

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Backer is the tradename of Principly, Inc., an SEC-registered investment adviser. Our internet-based investment advisory services are designed to assist clients in saving for education and are not intended to provide comprehensive tax advice or financial planning. Our services are available to U.S. residents only. This website shall not be considered a solicitation or offering for any service or product to any person in any jurisdiction where such solicitation or offer would be unlawful.

Investing in securities involves risks, and investing in 529 plans in particular involves certain tax considerations and related risks. Any investments you make in a 529 plan through Backer may lose value. Historical returns, expected returns, and probability projections are provided for informational and illustrative purposes, and may not reflect actual future performance. Our savings calculator and pricing comparison are hypothetical tools provided for illustrative purposes only and are based on important assumptions described here.

© 2021 Principly, Inc. Backer is a trademark of Principly, Inc. All rights reserved.