Fidelity Arizona College Savings Plan

Arizona's 529 Plan

The Fidelity Arizona College Savings Plan is Arizona's tax advantaged 529 plan, open to everyone - residents and non residents alike. It's sponsored by the Arizona Commission for Postsecondary Education and managed by Fidelity.

Tax Advantages Any earnings grow tax deferred and qualified withdrawals are free from federal- and Arizona state-income taxes.
State Tax Advantages Check out the 529 State Tax Deduction Calculator This content will appear in a pop-up window.
Minimum Initial Investment $50, or $15/month ($45/quarter) with automatic investments
Combined Account Maximum $340,000
Annual Account Maintenance Fee No fee
Investment Options
  • Two Age-Based Options
  • Six Static Portfolios
  • Individual Fund Portfolios
Learn more
Fees: Actively Managed Portfolios 0.59–1.04%. This content will appear in a pop-up window.  
Fees: Index Portfolios 0.25–0.35%. This content will appear in a pop-up window.  
Investment Performance View Annual Returns
Annual Report View Annual Report. This content will appear in a pop-up window.   (PDF)

Open a Fidelity Arizona Plan account today
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Financial Aid Basics

Find out more about using it for college

The Fidelity Arizona College Savings Plan is not insured by the State of Arizona or Fidelity Investments and neither the principal deposited nor the investment return is guaranteed by the State of Arizona or Fidelity Investments.

If you or the designated beneficiary are not a resident of the state of Arizona, you may want to consider, before investing, whether your or the 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.

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Please carefully consider each Plan's investment objectives, risks, charges, and expenses before investing. For this and other information on any 529 College Savings Plan managed by Fidelity, call or write to Fidelity for a free Fact Kit, or view 529 Fact Kit online. Read it carefully before you invest or send money.

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