Fidelity Arizona College Savings Plan

Arizona's 529 Plan

We've added more choice to your college savings with new Multi-Firm Investment Options. Learn More.

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 This page will open in a popup window.. This page will open in a popup window. 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 page will open in a popup window.. This page will open in a popup window.
Minimum Initial Investment $50, or $15/month ($45/quarter) with automatic investments
Combined Account Maximum $350,000
Annual Account Maintenance Fee No fee
Investment Options
  • Three Age-Based Options
  • Six Static Portfolios
  • Individual Fund Portfolios
  • Bank Deposit Portfolio*
Learn more
Fees: Fidelity Funds 0.57% - 1.06% (PDF) This page will open in a popup window.. This page will open in a popup window.
Fees: Fidelity Index Funds 0.25% - 0.35% (PDF) This page will open in a popup window.. This page will open in a popup window.
Fees: Multi-Firm Funds 0.93% - 1.42% (PDF) This page will open in a popup window.. This page will open in a popup window.
Fees: Bank Deposit Portfolio 0.05% - 0.50% (PDF) This page will open in a popup window.. This page will open in a popup window.
Investment Performance View Annual Returns
Annual Report View Annual Report (PDF) This page will open in a popup window.. This page will open in a popup window.

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.

The Fidelity Arizona College Savings Plan is offered by the Arizona Commission for Postsecondary Education and managed by Fidelity Investments. If you or the designated beneficiary is not an Arizona resident, you may want to consider, before investing, whether your state 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.

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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.

Brokerage services provided by Fidelity Brokerage Services, Member NYSE, SIPC. 900 Salem Street, Smithfield, RI 02917

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