EdVest Home About the Plan Investment Options Your Account Planning Tools Open an Account Contact Us EdVest Home Account Access Changing Your Account
Getting Started
To begin using account access, you will need to complete the registration form. Please make sure you have the following information:

Your account registration – the name of the custodian of the account
The Social Security number (SSN) of the custodian and child
One account number associated with the SSN listed above

In addition to this information, you will also be asked to provide a password. Your password must be eight to 18 characters in length and contain a combination of upper- and lower-case letters, numbers, and special charcters special characters (e.g.,(,), _,$,!,#,^). Passwords are case sensitive (e.g., JOE123 is different from joe123). For your security, refrain from selecting obvious choices, and keep your password confidential.

After your information has been verified, your accounts will be immediately available for use.

While using account access please keep the following items in mind:
To perform purchases, your account(s) must have the Purchase Option.
After each transaction is completed, a confirmation statement will be sent to the address of record on your account.
When you are finished using the account access system, you need to click on the "Log Out" button to exit the system. As a security precaution you will automatically be logged out after 15 minutes.

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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