Open Your Account Online
Open your EdVest account online today! This five-step process will take about 10 minutes.
Open your EdVest account online today! This five-step process will take about 10 minutes.
You can fund your account immediately with a transfer from your bank account, by establishing an Automatic Investment Plan, or by sending us a check.
You can use our online application to establish the following accounts:
- Individual Account
- Trust Account (must be funded by check)
- Custodial (UGMA/UTMA)
Before you get started, make sure you have the following information available:
- Your Social Security number (SSN) or Taxpayer Identification number (TIN)
- The address and SSN/TIN of your Successor Account Owner (if you choose to name one)
- The address, SSN, date of birth, and anticipated year of college enrollment of your Beneficiary
- A blank check for your reference (if funding online)
- Your e-mail address
Important Information:
- All account owners and beneficiaries must be U.S. citizens or resident aliens with a U.S. mailing address and residential address (if different than mailing address), or a military address if in the armed forces. Federal law requires that we obtain your name, street address, date of birth, and taxpayer identification number prior to opening the account.
- We cannot accept third-party, credit card, or starter checks.
- You must have Adobe Acrobat Reader to view certain forms.
Specialists are available at 1-888-338-3789 if you have questions during the process. If you want to open an account using the Systematic Exchange feature, or to order or download an enrollment kit, click here.
A program of regular investment cannot assure a profit or protect against a loss in a declining market.