Fidelity Managed 529 Plans

529 plans are flexible, tax-advantaged accounts designed specifically for college savings. They are offered by individual states, often in partnership with the financial services companies who manage the plans. Just getting started? Understand how to save for college in four steps.

Plans We Manage

Fidelity manages plans for five states. You can invest in any state's plan, whether you're a resident or not.

Don't see your state here?

Then consider the UNIQUE College Investing Plan. Residents of any state can invest. It's offered nationally by the State of New Hampshire and managed by Fidelity.*

Learn more about choosing the right 529 plan

Watch this 2 minute video This content will appear in a pop-up window.This content will appear in a pop-up window. or compare your state's plan This content will appear in a pop-up window.This content will appear in a pop-up window. to a Fidelity-managed plan.

See a 529 plan's tax advantages.

Try our 529 State Tax Deduction Calculator This content will appear in a pop-up window.This content will appear in a pop-up window.

Saving for college is smart. Now it’s also easier. The Fidelity Investments 529 College Rewards® American Express® Card earns 2% on purchases.**

Why a Fidelity 529?

  • The ability to open an account with an initial contribution of $50, or as little as $15 a month
  • No enrollment costs or annual account maintenance fees
  • A wide range of investment portfolios, including low-cost index funds
  • Fidelity's money management expertise
  • Complimentary investment guidance

Open a 529 today
529 Basics. Watch a 2 minute video to learn more.

*The UNIQUE College Investing Plan, U.Fund College Investing Plan, Delaware College Investment Plan, Fidelity Arizona College Savings Plan, and ScholarShare® College Savings Plan are offered by the State of New Hampshire, MEFA, the State of Delaware, the Arizona Commission for Postsecondary Education, and the ScholarShare Investment Board, an agency of the State of California, respectively, and managed by Fidelity Investments. If you or the designated beneficiary are not a New Hampshire, Massachusetts, Delaware, Arizona, or California resident, you may want to consider, before investing, whether your or the designated beneficiary's home state offers its residents a plan with alternate state tax advantages or other benefits.

Units of the Portfolios are municipal securities and may be subject to market volatility and fluctuation.

** For information about the rates, fees, other costs, and benefits associated with the use of this card, or to apply, click on the link above and refer to the disclosures accompanying the online credit card application. This credit card program is issued and administered by FIA Card Services, N.A. American Express is a federally registered service mark of American Express and is used by the issuer pursuant to a license.
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