Financial Aid Facts

Smiling teenage student outdoors with a girl at the backgroundFor many families it’s not uncommon to use both college savings and financial aid to pay for higher education. However, even if you started saving the day your child was born, it’s easy to feel unprepared and overwhelmed when the time comes.

Here are a few things to keep in mind:
  • Plan ahead and Start early – Applying for financial aid can be stressful. One way to lessen that stress is to know what documentation will be needed, as well as keeping in mind important deadlines.
    • To get started, you can go online to get the Free Application for Financial Student Aid (FAFSA). Your local high school, community college or library will also have this information.
    • Most financial aid programs have a limited amount of funds each year and funding can be first come first serve. As such, it’s important to file early. Deadlines vary by state and school, which is why it’s important to do your research and make note of key filing dates.

 

  • Eligibility and 529 Plans
    • All non-retirement investments, including those in a 529 account, may affect your student’s eligibility for financial aid. However, so long as the account owner is mom or dad and not the student, the funds are treated as belonging to the parent, not the child, minimizing the impact on financial aid.
    • The FASFA is the starting point for financial aid assessment. Even if you think you may not qualify, it is still a good idea to have the FAFSA, as it is the gateway document for financial assistance, including loans, work-study and scholarships.
    • To learn more about eligibility, visit studentaid.ed.gov

 

  • Overwhelmed? Don’t be, there’s help! – In addition to school counselors and admissions officers, many resources are available to help guide you through the financial aid process. Here are a few places to start:
    • College Goal Wisconsin – A national event that provides free information and assistance to families who need to complete the FAFSA.
      • In Wisconsin, College Goal Wisconsin will take place on Saturday February 13, 20, 27, and on Wednesday evenings February 10, 17, and 24, 2016. For more information and locations, visit collegegoalwi.org/locations.
    • FinAid – The SmartStudent™ Guide to Financial Aid
    • S. Department of Education – Federal Student Aid Information

 

 

For more info or to open an account, visit www.edvest.com

 

Jump Start Your Tax Return

As January comes to a close, tax time is right around the corner. For those of you getting a jump start on your 2015 tax returns, here are a few things to remember:

  • $3,100 – Contributions up to $3,100 per beneficiary are eligible for a potential reduction of your 2015 taxes!
    • Contributions can be made up until April 18, 2016.
  • Gifting – Friends and family may also qualify for a state tax reduction – as long as they are Wisconsin residents.
  • Carry Forward – Contributions greater than the eligible amount each year may be carried over and use for subsequent years’ state tax benefits until exhausted.
    • For example, a $10,000 contribution may qualify for tax benefits for three or more years
  • Forms – In order to be eligible for any potential reduction in Wisconsin state taxes, account holders must file a Wisconsin Department of Revenue CS.

Have questions? Contact the Edvest College Savings Plan directly at 1-888-338-3789, Monday – Friday, 7 a.m. to 7 p.m.

For more info or to open an account, visit www.edvest.com

_________________________________________________________________________

Consider the investment objectives, risks, charges and expenses before investing in the Edvest College Savings Plan. Please visit Edvest.com or click here for a Plan Disclosure Booklet containing this and other information. Read it carefully. Investments in the Plan are neither insured nor guaranteed and there is the risk of investment loss.

The tax information contained herein is not intended to be used, and cannot be used, by any taxpayer for the purpose of avoiding tax penalties. Taxpayers should seek advice from an independent tax advisor based on their own particular circumstances. Non-qualifified withdrawals may be subject to federal and state taxes and the additional 10% federal tax.

Before investing in a 529 plan, consider whether the state in which you or your Beneficiary resides has a 529 plan that offers favorable state tax benefits that are available if you invest in that state’s 529 plan.

TIAA-CREF Tuition Financing, Inc., Plan Manager. TIAA-CREF Tuition Financing, Inc., program manager. TIAA-CREF Individual & Institutional Services, LLC, member FINRA, distributor and underwriter for Wisconsin College Savings Plans.

All social media platforms are managed by the state of Wisconsin.

What To Do When Markets Are Volatile

MarketVolatire_ImageIf recent market volatility has you second-guessing investments in your college savings plan account, that’s a normal reaction. What’s important is to avoid making quick investment decisions. Before taking any action in your college savings plan account, consider the tips below.

1. Diversify – One important way to manage investment risk is through diversification. When you spread investments across different types of assets, such as stocks, bonds, and cash, you can help protect your account from succumbing to the declines of any single investment. Broadly speaking, assets such as stocks and real estate respond well to growth trends such as expanding corporate profits, increasing incomes, or even population growth. Other investments, such as bonds and cash-type vehicles, can provide stability when markets are volatile. Several investment portfolios available through the Edvest College Savings Plan already offer exposure to multiple asset classes to simplify the diversification process for you: Age-Based Investment Options and our Multi-Fund Investment Options. Edvest also offers stable principal investment options that seek to preserve capital and maintain a fixed rate of return.

2. Rebalance – It makes sense to review your account regularly and consider rebalancing periodically.* For example, if stocks have fallen for a significant period of time while bonds have risen, adding stocks may help return your account to its original allocation. As your beneficiary moves closer to college, increasing the portion of your account that is in bonds and guaranteed assets may help stabilize returns as you prepare to take withdrawals. A simple way to ensure regular rebalancing of your account is to invest in one of the Age-Based Investment Options. This investment portfolio automatically adjusts your holdings based on the age of your beneficiary. The closer your beneficiary gets to college age, the more conservative the investment mix in your account becomes.

3. Avoid chasing returns, focus on consistent savings habits – Over time, asset classes will take turns as leaders or laggards. Impulsively selling an underperforming investment can lock in losses, while buying an investment that has enjoyed a run of strong returns could mean you are getting in at the top. Since the market’s future direction is impossible to predict, staying the course and maintaining consistent savings habits over time with a diversified portfolio may be the best way to reach your investment goals with less stress.

Please visit Edvest.com for more information. Additional market commentary is available at tiaa-cref.org including the article “Market Volatility – What You Need to Know Now”.

Source: tiaa-cref.org

*You are allowed to rebalance your 529 plan account twice per calendar year under federal law.

Edvest awarded 5-Cap Rating again

Edvest logo with 5 graduation capsWe’re excited to announce that Edvest was awarded a 5-Cap Rating by SavingforCollege.com for Wisconsin residents! This is the second year in a row Edvest has received the honor.

What is a 5-Cap Rating? A 5-Cap Rating* indicates a 529 program offers outstanding flexibility, attractive investments and additional economic benefits. Every state-sponsored program in the country is reviewed by SavingforCollege.com and evaluated on a variety of factors that are important to families who are saving for higher education.

Our 529 program was awarded the highest possible score for state residents due to a variety of factors, including: performance, costs, features, and reliability. The program was also awarded 4.5 Caps for non-Wisconsin residents. Here are just a few of the program’s highlights:

  • Edvest can be started with just $25! Accounts are not limited by household income, annual contribution limits, or withdrawal schedules.
  • Edvest offers investment portfolios varying in style and degree of risk including age-based portfolios that adjust from aggressive to conservative options as your child ages as well as portfolios that protect principal and guarantee a fixed rate of return.
  • Contributions to Edvest may reduce the taxable income of Wisconsin residents, even for non-family members up to $3,100 per beneficiary.

James DiUlio, director of the Wisconsin 529 College Savings Program and Vice-Chair of the College Savings Plan Network, says “We’re flattered to be recognized by SavingforCollege.com. This recognition reiterates why Edvest is such a great college savings tool for families in Wisconsin.”

 

 

*Source: Savingforcollege.com, January 5, 2016.The Edvest College Savings Plan received a 5-Cap Rating for Wisconsin residents and non-residents. A 5-Cap Ratings represents the attractiveness of a 529 plan, relative to all other 529 plans, by assigning an overall rating to each 529 program ranging from 1 Cap (least attractive) to 5 Caps (most attractive). 5-Cap Ratings represent an assessment based on many considerations such as flexibility, liquidity and availability, ownership rights, state benefits, investment approach and safety, program resources and financial aid impact. It is not strictly a measure of historical returns, and it is not a predictor of future investment performance, level of investment risk or financial solvency of the program funds. These ratings are not the result of a fixed formula and a significant portion of the analysis is subjective. Before establishing a 529 account and making contributions, it is imperative that investors read and understand all enrollment materials and disclosures from the programs.

 

The tax information contained herein is not intended to be used, and cannot be used, by any taxpayer for the purpose of avoiding tax penalties. Taxpayers should seek advice based on their own particular circumstances from an independent tax adviser. Non-qualified withdrawals may be subject to federal and state taxes and the additional federal 10% tax.

Before investing in a 529 plan, consider whether the state where you or your Beneficiary resides has a 529 plan that offers favorable state tax benefits that are available if you invest in that state’s 529 plan.

Consider the investment objectives, risks, charges and expenses before investing in the Edvest College Savings Plan. Please visit http://www.Edvest.com for a Plan Disclosure Booklet containing this and other information. Read it carefully. Investments in the Plan are neither insured nor guaranteed and there is the risk of investment loss.

The Edvest College Savings Plan is offered by the state of Wisconsin and managed by TIAA-CREF Tuition

Financing, Inc. TIAA-CREF Tuition Financing, Inc., Plan Manager. TIAA-CREF Individual & Institutional Services, LLC, member FINRA, distributor and underwriter for the Edvest College Savings Plan.

Edvest: Year in Review

 

2015 review - year summary concept on a vintage slate blackboard

As 2015 comes to a close, we are happy to share that Edvest has grown to include over 145,000 accounts, totaling more than $2 billion in savings to help families pay for college. As the program continues to grow, we are working hard to spread the word about the importance of saving and how easy it can be to get started. Some of our efforts over the last year have included:

New year, new website

ПечатьIn November we unveiled our new site, designed with feedback from our account holders in mind. Site enhancements include new college savings tools and resources, streamlined account management, as well as improved eGifting capabilities. Best of all, you can access Edvest.com on any device, from your smart phone to your tablet or desktop computer.

Top of the saving game

3 MorningstarThe Edvest College Savings Plan maintained its Bronze rating awarded by leading investment research and management firm, Morningstar, Inc. ™ Edvest was one of only 18 programs to receive or maintain a Bronze rating in 2015.1

Edvest was also named as the 8th lowest cost college savings plan in the nation by SavingforCollege.com – giving Wisconsin families another reason to invest in a 529 plan with Edvest as one of the most affordable choices for college savings.2

In addition to the above rankings, Clark Howard, a consumer expert and host of the nationally-syndicated radio show The Clark Howard Show, included Edvest on his “Dean’s List with High Honors” as one of the best 529 plans in the country.3

Around the state

4 Around the StateFrom the Coulee Family Expo in LaCrosse to Farm Technology Days in Sun Prairie, Edvest has crisscrossed the state talking to families about the importance of saving for college. In October Edvest visited every school in the University of Wisconsin System to share info on how to start saving for college and to encourage employees think about their families financial futures.

This past year Edvest also continued its partnership with the Green Bay Packers through the Rookie Reporter Program and Big Apple Giveaway. The programs awarded very lucky Wisconsin children opportunities to interview Packers players and coaches, attend the 2015 NFL draft, tickets to Packers games, as well as thousands of dollars in college savings plans.

Edvest – your New Year’s resolution

2016 New year change conceptAs we prepare to welcome the New Year, there is no better time than the present to start saving for your child’s future. As you do, some things for parents to consider include:

 

  • What are your child’s academic interests/strengths?
  • What type of scholarships might be available? What are possible careers they could pursue?
  • Know your counselors and advisors
  • They are experts in preparing for college and can help guide you through the process.
  • Start saving today and make regular contributions
  • Saving early and often is key. You can also encourage friends and relatives to make contributions on birthdays, holidays, etc. Every little bit helps!
Dates to Remember

6 Dates to RememberNow that you’re on a path to saving, a few dates to remember in 2016 are:

  • April 18 – State Tax Deadline
    • Your Edvest contributions may reduce your 2015 Wisconsin taxable income by up to $3,100 per beneficiary, per account.
  • May 29 – National 529 Day
  • June 1 – Kick off of the Green Bay Packers Rookie Reporter program
  • September 1-30 – National College Savings Month
  • November 29 – Giving Tuesday

 

For more information, visit http://www.edvest.com

 

 

1 In an annual review (10/20/2015) of the largest 529 college-savings plans (63 total), Morningstar identified 29 plans that rose above their typical peers, awarding those plans Gold, Silver, and Bronze Morningstar Analyst Ratings for 2015. These forward-looking, qualitative ratings signal Morningstar’s conviction in the plans’ abilities to outperform their relevant benchmark and peer groups on a risk-adjusted basis over the long term. Morningstar evaluates college-savings plans based on five key pillars–Process, Performance, People, Parent, and Price. For more information about Morningstar’s overview of Edvest go to 529.morningstar.com. Past performance does not predict future results. Source: http://news.morningstar.com/

2 “The 15 Lowest-Cost 529 Plans”, http://www.savingforcollege.com/blog/the-15-lowest-cost-529-plans761?utm_source=SFC_intermediaryemail&utm_medium=SFC_intermediaryemail&utm_campaign=SFC_intermediaryemail_April302015, 8/31/2015.

3 “Best 529 Plans to Help Pay for College” , http://www.clarkhoward.com/clarks-529-plan-guide?ecmp=clarkhoward_social_facebook_sfp, 11/18/2015.

Computers are now a Qualified College Expense Plus: one other important enhancement to college savings plans

computer with graduation cap on screen

College students and soon-to-be college students got a bit of good news recently. Computers, though long relied on by students, were not always considered required equipment for the completion of coursework. That meant for many families, the funds they had been saving for college expenses through their Edvest plans could not be used to make this significant purchase.

That all changed when congress recently approved legislation that will make computers, and related technology such as internet fees, software or printers, qualified education expenses. The student must be the primary user of the equipment, however.

 

More flexibility for student funds

In addition to expanding what the funds may be used for, congress also included an enhancement that allows students to redeposit funds to their 529 plan within 60 days without penalty should they need to withdraw from a class.

More families see saving for college as a top priority, these changes offer them even more flexibility from their 529 college savings plans.

For more information visit www.Edvest.com and http://529.wi.gov/ for recent Wisconsin tax legislation related to the state’s 529 college savings plans.

 

Need a gift for the kids on your list? Edvest Gifting 101 for Family & Friends

happy little girl with gift boxAunts, uncles, family friends – you know that finding a great gift for the kids on your list isn’t always easy. You want to get them something great, but you don’t want to steal the spotlight from their parents and grandparents.

This holiday season give a spectacular gift that they won’t outgrow and everyone will appreciate – a college education. Contribute to a child’s Edvest College Savings account, or if you’d like to be in charge of the account, open one for a child you care about. It can be done online at Edvest.com in about fifteen minutes, and with a minimum opening balance of $25.00.

If you just want to contribute, ask the child’s parents to invite you to Edvest eGift and make your gift online, securely, and at no service-charge. Or if you prefer to mail a check, complete, print and mail a gift deposit form along with your deposit (you will need the Edvest account number). Gift certificates are available to download and print to let your loved one know you were thinking about them.

 

Tax advantages of gifting

Along with helping your loved one succeed, you’ll enjoy some tax advantages when you contribute to an Edvest fund. If you are a Wisconsin resident, you may qualify for state tax advantages when you make a gift.

  • Edvest contributions by Wisconsin residents can reduce their state taxable income by up to $3,100 per beneficiary each year.
  • Any account earnings can grow federal and Wisconsin income tax-deferred.
  • Funds may be withdrawn tax-free when they are used for qualified higher education expenses.

Learn more about the tax advantages of saving with Edvest and explore additional tax benefits such as the annual federal gift tax exclusion. Consult your tax advisor.

 

About Edvest College Savings Plans

Edvest, Wisconsin’s official 529 college savings plan, makes it easier for families to save for higher education expenses. Funds saved through Edvest can be used at colleges, technical schools and grad schools nationwide. Plus, the funds may be used for books, supplies, or other qualified expenses – not just tuition.

Families can feel good about saving with Edvest. It was recently named one of the nation’s lowest cost plans by SavingForCollege.Com, and maintained its Bronze Rating from Morningstar in the firm’s most recent survey of 529 plans. And, with a low opening balance of $25.00, it makes saving for college more accessible for a greater number of Wisconsin families.

 

Consider the investment objectives, risks, charges and expenses before investing in the Edvest College Savings Plan. Please visit Edvest.com for a Plan Disclosure Booklet with this and more information. Read it carefully. Investments in the Plan are neither insured nor guaranteed and there is a risk of investment loss. TIAA-CREF Tuition Financing, Plan Manager. 

Before investing in a 529 plan, consider whether the state where your Beneficiary resides has a 529 plan that offers favorable state tax benefits that are available if you invest in that state’s 529 plan. Non-qualified withdrawals may be subject to federal and state taxes and the additional 10% federal tax.

The tax information contained herein is not intended to be used and cannot be used by any taxpayer for the purpose of avoiding tax penalties. Taxpayers should seek advice from an independent tax advisor based on their own particular circumstances. The Edvest College Savings Plan is administered by the state of Wisconsin.

All social media platforms are managed by the state of Wisconsin.

College Savings Gifting 101 for Grandparents

happy child with a present on white backgroundWhether it’s an extra hug, a funny family story, or that toy they’ve been longing for, somehow you always manage to give exactly what your grandchildren need. You may want to give your grandkids the ultimate gift – a college education.

This holiday season consider giving to your grandchild’s Edvest College Savings account. If he or she has an Edvest account, and you know its account number, you can contribute directly to it. (If you don’t know, ask the child’s parents to share it with you.)  You have three easy ways to make your gift this holiday season:

  • Send your gift by U.S. Mail: Complete, print and mail a gift deposit form along with your check.
  • eGift to an Edvest account: Ask your grandchild’s parents to invite you to eGift. You can then send your gift online, secure, and free!
  • Open a new Edvest account for your grandchild. While you can open an account online at com in about fifteen minutes. You can also request an enrollment kit, or download and print new account forms.

Don’t forget to download an Edvest gift certificate to symbolize your gift.

 

Legacy and planned giving options

Gifts of any size will have an impact on your grandchild’s college savings account. In fact, Edvest’s $25.00 minimum contribution helps make it one of the most affordable plans in the country.

However, if you’re thinking of making a larger contribution, consider legacy and planned giving. There’s no federal gift tax on contributions you make up to $14,000 per year if you’re a single filer, or $28,000 if you’re a married couple. You can also accelerate your gifting with a lump sum gift of $70,000 if you’re a single filer or $140,000 if you’re married and pro-rate the gift over 5 years with the federal gift tax exclusion. You can gift this amount to as many individuals or beneficiaries as you like, free from income tax. Contributions are considered a completed gift, which effectively reduces your gross estate for federal estate tax purposes. Consult your tax advisor.

 

State Tax advantages

Along with helping your grandchild succeed, you’ll enjoy some tax advantages when you contribute to an Edvest fund. While you must be a resident of the state of Wisconsin to receive any state tax benefits, your grand-child can live anywhere.

  • If you are a Wisconsin resident, your contributions may reduce your state taxable income up to $3,100 per beneficiary each year.
  • Any account earnings can grow Wisconsin (and federal) income tax-deferred.
  • Funds may be withdrawn state and federal tax-free when they are used for qualified higher education expenses at accredited colleges, universities, technical colleges, graduate schools and professional schools nationwide, including many schools abroad.

Learn more about the tax advantages of saving with Edvest on our website and by consulting your tax advisor.

 

About Edvest College Savings Plans

Edvest, Wisconsin’s official 529 college savings plan, makes it easier for families to save for higher education expenses. Funds saved through Edvest can be used at colleges, technical schools and grad schools nationwide. Plus, the funds may be used for books, supplies, or other qualified expenses – not just tuition.

Families can feel good about saving with Edvest. It was recently named one of the nation’s lowest cost plans by SavingForCollege.Com, and maintained its Bronze Rating from Morningstar in the firm’s most recent survey of 529 plans. And, with a low opening balance of $25.00, it makes saving for college more accessible for a greater number of Wisconsin families.

Consider the investment objectives, risks, charges and expenses before investing in the Edvest College Savings Plan. Please visit Edvest.com for a Plan Disclosure Booklet with this and more information. Read it carefully. Investments in the Plan are neither insured nor guaranteed and there is a risk of investment loss. TIAA-CREF Tuition Financing, Plan Manager. 

Before investing in a 529 plan, consider whether the state where your Beneficiary resides has a 529 plan that offers favorable state tax benefits that are available if you invest in that state’s 529 plan. Non-qualified withdrawals may be subject to federal and state taxes and the additional 10% federal tax.

The tax information contained herein is not intended to be used and cannot be used by any taxpayer for the purpose of avoiding tax penalties. Taxpayers should seek advice from an independent tax advisor based on their own particular circumstances. The Edvest College Savings Plan is administered by the state of Wisconsin.

All social media platforms are managed by the state of Wisconsin.

 

Hey mom and dad – give a gift they won’t outgrow!

bright picture of happy child with gift boxFor parents, the holiday season can be exhausting. You stand in long lines, or constantly refresh a web page on your laptop, and keep an eye on the store’s mobile site to get the toy your kids just have to have. Their faces light up when they open the box, and they love it!  But in a few months, they’re already on to the next big thing.

This holiday season, along with the trendy clothes and toys, give your kids a gift they won’t outgrow – a college education. Contribute to your child’s Edvest College Savings account, or make this the year you open an account for your child. It can be done online at Edvest.com in about fifteen minutes, and with a minimum opening balance of $25.00.

Gifts of any size will have an impact on your child’s college savings account. In fact, Edvest’s $25.00 minimum contribution helps make it one of the most affordable plans in the country.

Because anyone – not just immediate family – may contribute to a child’s account, consider inviting friends and family to gift to your child. Simply invite them to make an eGift via email, or if they prefer to gift by check, they may use a gift deposit form to mail their gift. (Make sure family and friends contributing by check have your child’s Edvest account number so they can contribute).

Tax advantages of gifting

Along with helping your child succeed, you’ll enjoy some tax advantages when you contribute to an Edvest fund. If you are a Wisconsin resident, you may qualify for state tax advantages when you make a gift. (That goes for in-state family and friends, too.)

  • Edvest contributions by Wisconsin residents can reduce their state taxable income by up to $3,100 per beneficiary each year.
  • Any account earnings can grow federal and Wisconsin income tax-deferred.
  • Funds may be withdrawn tax-free when they are used for qualified higher education expenses

Learn more about the tax advantages of saving with Edvest on our website and by consulting your tax advisor.

 

About Edvest College Savings Plans

Edvest, Wisconsin’s official 529 college savings plan, makes it easier for families to save for higher education expenses. Funds saved through Edvest can be used at colleges, technical schools and grad schools nationwide. Plus, the funds may be used for books, supplies, or other qualified expenses – not just tuition.

Families can feel good about saving with Edvest. It was recently named one of the nation’s lowest cost plans by SavingForCollege.Com, and maintained its Bronze Rating from Morningstar in the firm’s most recent survey of 529 plans. And, with a low opening balance of $25.00, it makes saving for college more accessible for a greater number of Wisconsin families.

Consider the investment objectives, risks, charges and expenses before investing in the Edvest College Savings Plan. Please visit Edvest.com for a Plan Disclosure Booklet with this and more information. Read it carefully. Investments in the Plan are neither insured nor guaranteed and there is a risk of investment loss. TIAA-CREF Tuition Financing, Plan Manager. 

Before investing in a 529 plan, consider whether the state where your Beneficiary resides has a 529 plan that offers favorable state tax benefits that are available if you invest in that state’s 529 plan. Non-qualified withdrawals may be subject to federal and state taxes and the additional 10% federal tax.

The tax information contained herein is not intended to be used and cannot be used by any taxpayer for the purpose of avoiding tax penalties. Taxpayers should seek advice from an independent tax advisor based on their own particular circumstances. The Edvest College Savings Plan is administered by the state of Wisconsin.

 

An enhanced online experience with the Edvest College Savings Plan

edvtwebsite

Great news! The Edvest College Savings Plan is unveiling a new website on Saturday, November 14th. The new site is based on feedback from account owners and includes enhancements such as:

Intuitive Navigation & Responsive Design

The entire Edvest.com website has a new, contemporary look. Navigation links across the top of each page highlight topics that matter most, which means getting the information you need from anywhere on the site is simple. Best of all, the site will automatically resize to accommodate any device, whether a smart phone, tablet or desktop computer.

Streamlined Account Management

Performing transactions and account updates is faster and easier. Check it out for yourself after November 14th by opening and funding a new account, or making your annual contribution before the tax deadline!

New College Savings Tools & Resources

See how even modest contributions can add up over time, learn about the benefits of savings versus taking on debt, access an expanded FAQ library and much more.

We hope that you find the new website to be a welcome improvement to your online Edvest experience. You may experience some disruption Saturday morning if you try to access the site during conversion. Edvest customer representatives will be available at 1.888.338.3789 on Saturday, November 14 from 9AM – 3PM CST and during regular business hours Mon – Fri, 7:00am – 7:00pm CT to answer your questions.

 

FAQs

Will I be able to log into my Edvest account on the new site with my current user id and password?

Yes. You have the option to create a stronger username and password with security questions if you choose. If your current user id and password is inactive then you may wish to call in to re-set. In future, you will be able to do this at Edvest.com.

How long will the site be unavailable on Saturday?

We estimate that the site will be unavailable for 2-3 hours Saturday morning (November 14th). Messaging will be posted on Edvest.com indicating it is unavailable at that time.

How will I know when site launch is finished?

You will be able to access the new site and log-in to your Edvest account if you have one. Alternatively, if we have to stop the launch for any reason, we will revert back to the current Edvest.com and you will be able to log into your account from there.

 How can I access Edvest information during that time?

You have several options to contact us on Saturday, November 14. Our call center is going to remain open Saturday from 9AM-3PM CST, and you are welcome to call Edvest toll-free at 1.888.338.3789. You may also email us at info@edvest.com or send us a Facebook message.