The ScholarShare College Savings Plan

California's 529 Plan
The ScholarShare College Savings Plan is California's tax-advantaged 529 plan, open to everyone. It's sponsored by the ScholarShare Investment Board, an agency of the State of California, and managed by Fidelity Investments.

Información en español sobre ScholarShare

Tax Advantages Any earnings grow tax deferred and qualified withdrawals are free from federal and California 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 $320,000
Annual Account Maintenance Fee No fee
Investment Options
  • Two Age-Based Options
  • Six Static Portfolios
  • Individual Fund Portfolios
  • Social Choice Portfolio
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.  
Fees: Social Choice Portfolios 0.80%. 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)

College Planning Information

Financial Aid Basics

Find out more about using it
for college

Account Owners

If your account was
transferred from TIAA-CREF Tuition Financing, Inc., simply establish a PIN (Personal Identification Number) and
log in to activate your account. See FAQs about Converting Accounts.

Financial Advisors

Information for financial advisors who offer the ScholarShare® Advisor College Savings Plan.

  

Additional Information

Open a ScholarShare account today
An easier way to save more for college. Earn 2 % on your everyday purchases. Learn More about Fidelity Investments 529 College Rewards American Express Card.

Neither the principal deposited nor the investment return is guaranteed by the State of California, ScholarShare Investment Board, Fidelity Investments or any affiliate thereof, or the federal government or any agency thereof.

If you or the designated beneficiary are not a resident of the state of California, 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.

PDFs require Adobe® Reader®.

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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