EdVest Home About the Plan Investment Options Your Account Planning Tools Open an Account Contact Us EdVest Home Account Access Changing Your Account
Account Access Features
You can use our account access system to:

View your current account balances in dollars and shares.
View recent transactions including dividend and capital gain distributions for each account.
Purchase shares into your EdVest account directly from your bank account.
View year-end tax information including dividends, short- and long-term capital gains, and year-end balances.
View current or prior-year statements for your accounts.
Receive statements and regulatory documents electronically.

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.

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