The State of Arizona has authorized the three financial institutions listed below to offer three distinct product options for the Arizona 529 Education Savings Plan. Two are direct-sold plans which allow you to open an account yourself. The advisor-sold plan can be opened for you by your financial advisor. To determine which financial institution is best suited for your college savings goals, call or visit each provider’s website.
Direct-Sold
College Savings Bank
1-800-888-2723 | collegesavings.com
College Savings Bank, a Division of NexBank SSB, provides fixed-rate CDs and a high-yield savings account. Each account holder’s principal is insured by the FDIC.
Direct-Sold
Fidelity Investments
1-800-544-1262 | fidelity.com/arizona
Fidelity Investments offers both actively managed and index portfolios. Within those portfolio categories, you can choose from age-based allocation, static allocation and/or individual portfolios.
Advisor-Sold
Ivy InvestEd™ 529
1-888-923-3355 | ivyinvestments.com/ivy-invested-529-plan
Ivy InvestEd 529 Plan offers choices of investment products including age-based, static, and individual fund portfolios through financial advisors across the country.