You can learn about your improved investment options and enhanced user experience by reviewing the Edvest College Savings Plan Transition Guide. Key benefits include:
- New Enrollment Year Investment Portfolios
- Enhanced Customer Service
- Improved Online Account Management
Your Edvest Activation List:
Note your new account number in your confirmation statement for future reference.
Re-establish your login credentials by creating a new user ID and password at Edvest.com.
If you have in the past shared an Edvest eGift code with family and friends for gifting at birthdays and holidays, please replace it with an Edvest Ugift code. Learn more about Ugift.
If you currently contribute to your account through payroll direct deposit, please make the required changes to re-establish your payroll instructions to ensure continuation. If you did not receive a letter from us containing a Payroll Direct Deposit Form (see sample), please contact us immediately so we may provide updated payroll direct deposit instructions.
Please note: For those who currently utilize Quicken download, this service will no longer be supported. There are several aggregators on the market that might be a suitable alternative is desired. In addition, we encourage you to set up online credentials with the Plan for easy access to account information.
Please call Edvest with any questions. We are now open M-F, 7 am to 9 pm at 1-888-338-3789.