Open an Account
Take these steps to open your SMART529 Select college savings account.
  1. Choose your investment options.
    Review your college savings choices and the available SMART529 Plans to help guide you through the process of evaluating your college savings needs and choosing the investment options that are right for you.
  2. Read the SMART529 Select Offering Statement.
    The offering statement contains information about investment fees, expenses, performance history and risks. It also contains information about customer service and how your investments are managed and administered.
  3. Gather all required bank and personal information.
    Social Security Numbers, dates of birth, bank information and other details are necessary to complete the enrollment process. 
  4. Open your account.
    You can enroll in one of two ways:
Automatic Investment Program
Help ensure that your SMART529 investment continually grows.

Set up a schedule for easy, automatic contributions. Learn more details about Automatic Investingand how to get started.

Sign up in one of two ways:


Opening an account online takes about 10 minutes.

Note: If you are opening an account as a trust or tax-exempt, government or for-profit business owner, please enroll by mail.