e-Access

Account Tools

Use e-Access to Manage Your Account Online

For 24/7 online account access at your fingertips, you can use our secure website to manage your account – view your account balance, make an additional contribution, make a withdrawal, sign up for an automatic contribution plan and more. You can do it all with e-Access.

Get Started

  1. If you have not yet set up online account access, click here to establish a User ID.
  2. If you already have a User ID and Password, visit our secure site and enter them into the fields provided. Click 'Log-In'.
Once you are successfully logged in, you will see the Account Detail Page. This page is where you will find the online account management options available to you:

Account Tools

open a new account

Use this tool

Complete the entire new account set-up process online without sending in any physical forms or paper checks.

 
Click here to begin.

Initial and subsequent contributions can all be made online. (If you do not choose to add your banking information online, there is an option to send a physical check.)

Add a New Beneficiary

Use this tool

Open an account for a new beneficiary.

 
Once you have logged-in, click 'Add a New Beneficiary' from the right column of the Account Detail page. Log-in.

Payroll Deduction Plan

Use this tool

Contribute through payroll deduction if your employer can submit contributions on your behalf via Automated Clearing House (ACH) funds.

 

Once you have logged-in, click 'Payroll Deduction Plan' from the right column of the Account Detail page.

When you complete your online enrollment, you will be given the opportunity to complete a Payroll Deduction enrollment form to initiate subsequent contributions through Payroll Deduction. Log-in.

Account Portfolio

Use this tool

View a summary of all of your portfolios and beneficiaries.

 

Once you have logged-in, scroll down the Account Detail page to see a summary of all of your accounts. Log-in.

Account History

Use this tool

View recent activity to your account.

 

Once you have logged-in, locate 'Account History' on the right column of the Account Detail page, and enter the number of transactions you want to view. Next, click the 'Go' button. Log-in.

Add an Investment Portfolio for this Beneficiary

Use this tool

Add a portfolio to a current account.

 

Once you have logged-in, click ‘Add an Investment Portfolio for this Beneficiary’ from the right column of the Account Detail page. Log-in.

Add an Automatic Contribution Plan (ACP)

Use this tool

Make secure and consistent additional contributions to your 529 plan account.

 

Once you have logged-in, locate the link to sign-up for an Automatic Contribution Plan on the Account Detail page. Log-in.

ACP allows funds to be deducted from your bank account. You can contribute as little as $25 bi-weekly, monthly, quarterly or annually. Use the online college savings calculator to help you determine how much you need to contribute to meet your goals.

Annual Rebalance

Use this tool

You can transfer or rebalance funds from one investment option to another once per calendar year for the same beneficiary.

 

Once you have logged-in, click ‘Rebalance’ from the right column of the Account Detail page. Log-in.

e-Delivery Consent

Use this tool

Sign up to receive your account statements, tax forms and disclosure material electronically with e-Delivery.

 

Once you have logged-in, locate and click ‘Change Account Statement Delivery’ underneath “Modify Your Profile”, in the right column of the Account Detail page. Log-in.

Make a withdrawal

Use this tool

Request a withdrawal to your bank of record, for expenses not paid directly to the school, such as: housing costs, books, and meals.

 

Once you have logged-in, click 'Make a Withdrawal' from the right column of the Account Detail page. Log-in.

Online withdrawals are processed by ACH (Automated Clearing House). In order to process a withdrawal request submitted via this website, you must have provided banking information at least 30 days prior to your withdrawal request.

Make a withdrawal (to a College/University)

Use this tool

Request a withdrawal, and/or verify current withdrawals.

 

Once you have logged-in, click 'Make a Withdrawal to College/University' from the right column of the Account Detail page. Log-in.

A check will be mailed directly to the college/university you select. You will receive a confirmation statement in the mail when the check is mailed.

Mailing Address

Use this tool

Change your mailing address on file.

 

Once you have logged-in, click 'Mailing Address' from the right column of the Account Detail page. Next, select the accounts that you would like to update with an address change. Log-in.

email Address

Use this tool

Change your e-mail address on file.

 

Once you have logged-in, click 'Email Address' from the right column of the Account Detail page. Log-in.

Add Banking Information

Use this tool

Add your banking information to enable electronic transactions.

 

Once you have logged-in, locate and click ‘Add Banking Information’ underneath “Modify Your Profile”, in the right column of the Account Detail page. Log-in.

Contributions to your account will be made with withdrawals directly from the bank account on record. You may add, edit or delete your banking information at any time.

      Calculate your college savings goals with our smartphone app        Manage your account on your smartphone
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