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EdVest is an innovative qualified tuition program that helps families across the country invest for one of their most important financial goals – their children's education. EdVest is administered by the Wisconsin Office of the State Treasurer and is managed by Wells Fargo Funds Management, LLC.

With EdVest, you can open an account on behalf of a designated beneficiary. Your contributions are placed in a trust fund established by the State of Wisconsin and are directed into special investment portfolios designed and managed specifically for the program. Earnings in your account will grow federal and potentially state tax-free until the time your beneficiary is ready to go to college. The funds are then available to be used to pay for qualified higher education expenses at any eligible school – including two and four-year colleges, technical, vocational, and graduate schools.

EdVest was designed with families like yours in mind. The features of the EdVest college savings program make it easy to invest now and use later.

Tax Benefits
Earnings in your EdVest account grow federal and potentially state tax-free.
 
Qualified withdrawals from a 529 plan are federal and potentially state tax-free.
 
Wisconsin residents owe no state income tax on qualified withdrawals.
 
Contributions of up to $3,000 per dependent, grandchild, great-grandchild, niece, or nephew, per tax year are deductible from Wisconsin taxable income.
 
Contributions up to $60,000 may be excluded from federal gift tax pro rata over a five-year period.1
 
Completed gifts are considered removed from your estate for tax purposes, while as the account owner, you still retain control of the account.
 
 
Flexible Contribution Options
Start building your account with an automatic investment plan or payroll direct deposit of just $15 a month.
 
A low initial contribution of only $250 is required to open an account, and it's waived with an automatic investment plan.
 
Contribute up to $246,000 for a single beneficiary.
 
Convenient methods of contributing – check, electronic funds transfer, Federal Wire, automatic investment, and payroll deduction.
 
 
Professional Money Management
The Wisconsin College Savings Program Board and the Wisconsin State Treasurer oversee the program.
 
Wells Fargo provides administration for the program.
 
Investment options include underlying investments managed by Wells Fargo Funds Management, LLC, Artisan Partners Limited Partnership, B.C. Ziegler and Company, Legg Mason Capital Management, Inc., M&I Investment Management Corp., Mason Street Advisors, LLC, Robert W. Baird & Co. Incorporated, The Vanguard Group, and Thompson Investment Management, LLC.
 
   
Few Restrictions
Use the money at thousands of eligible schools in the U.S. (and even some abroad) – including graduate school.
 
Use the money in your account for a wide range of educational expenses including tuition, fees, books, even room and board expenses.
 

A program of regular investment cannot assure a profit or protect against a loss in a declining market.

1If donor contributes more than $12,000 in one year, and elects to apply the gift tax exclusion ratably over 5 years, but dies before the close of the 5-year period, the portion allocable to calendar years beginning after the date of death is included in the decedent’s estate.


This Web site is accompanied by a current program description for EdVest. Consider the investment objectives, risks, charges and expenses of the investment carefully before investing. This and other information about EdVest can be found in a current program description. Please read it carefully before investing.

An investor’s or a designated beneficiary’s home state may offer state tax or other benefits that are only available for investments in that state’s qualified tuition program. Please consider this before investing.

NOT FDIC INSURED • NO BANK GUARANTEE • MAY LOSE VALUE
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