Visit this site periodically for updates including a Transition Guide and new Program Description as we approach the transition date.
Edvest account owner information, including historical information, account preferences and investment selections will automatically transition to the new administrative platform. It’s a good best practice to make note of your current account number and keep your most recent account statement handy for reference throughout the transition.
Payroll Direct Deposit Update (for Edvest participants who contribute by paycheck)
Because your Edvest account number and the bank routing information will change, any direct deposit contributions submitted by employers after March 5, 2020 will be rejected and returned unless direct deposit contributions are re-established. If you currently contribute to your account through payroll direct deposit, you will receive a letter and Payroll Direct Deposit Form (see sample) containing instructions required to re-establish your payroll contribution. If you did not receive this letter, please contact us at 1-888-338-3789.
The establishment of new payroll contributions will be temporarily discontinued as of January 31, 2020 to prepare for the transition. Future communications will include the re-launch date for setting up first time payroll direct deposit contributions.