Open Your Account
Open your EdVest account by using one of the following methods below. In order to open an account, Federal law requires that we obtain your name, street address, date of birth (if applicable), and taxpayer identification number, which will be used to verify your identity. We may also ask for your driver's license number or other identifying documents.
- Open your 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.
A program of regular investment cannot assure a profit or protect against a loss in a declining market.
- Request or download more information.