We are eager to provide you with information and guidance to help you achieve your college savings goals. Your next step is to activate your account today.
Please note: During the account activation process, Fidelity Brokerage Services, LLC ("Fidelity"), a municipal securities dealer, is required by the Municipal Securities Rulemaking Board ("MSRB") to obtain certain information on its 529 college savings customers, including information on financial status, tax status, and investment objectives.
This information must be provided before Fidelity can decide whether or not a 529 plan, or a particular investment option within a 529 plan, may be a suitable investment for you.
We assure you that Fidelity will not use your information to market new programs or to sell you additional investing products or services.
- 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.
For your convenience, we've also provided more information online:
Quick Start Guide (PDF)
. This page will open in a popup window.— Provides step-by-step instructions on how to complete activation.
Activation Guide (PDF)
. This page will open in a popup window.— Outlines potential investment strategies and provides an FAQ.
Account Conversion Guide (PDF)
. This page will open in a popup window.— Explains changes to the program.
If you have any questions, call 1-800-544-5248 and press 2 to speak to a dedicated Fidelity Representative 24 hours a day, 7 days a week.
New ScholarShare® Plan Enhancements
- What are the differences between the old and the new ScholarShare Plans?
- How can I find out more about Fidelity and how Fidelity-managed 529 Plans are performing?
- What will the new ScholarShare Plan fees and expenses be?
- Can Fidelity help me choose new investments?
What are the differences between the old and the new ScholarShare Plans?
The new ScholarShare Plan will have lower costs, complimentary investment guidance, a wider range of investment options, and expanded services including 24/7 access to a Fidelity Representative.
How can I find out more about Fidelity and how Fidelity-managed 529 Plans are performing?
Fidelity has a strong, long-term track record in managing 529 Plan assets. Performance information is easily accessible online at Fidelity.com.
What will the new ScholarShare Plan fees and expenses be?
The fees for the various investment options are: 0.50% of assets in Index Fund Portfolios, 0.80% of assets in the Social Choice Portfolio, and a range of 0.72% to 1.09% of assets in Actively-Managed Fund Portfolios. For those with investments in the Guaranteed Option, fees will continue to be reflected in the rate.
The process of changing 529 program managers involves moving assets from the current program manager, TFI, to the new program manager, Fidelity. Moving the assets will result in the sale of securities held by the former program manager and the subsequent purchase of new securities by the new program manager. The process of selling and purchasing securities creates a one-time transaction cost that will be nominal and will be absorbed by the ScholarShare Plan Accounts.
Can Fidelity help me choose new investments?
Non-commissioned Fidelity Representatives are available 24 hours a day, 7 days a week to help you review the range of investment options through the new ScholarShare Plan and determine the best investment strategy for you. Fidelity Representatives can address all of your college planning needs and provide complimentary investment guidance, on a number of financial goals. Stop by any of the 22 Investor Center locations in California or call 800-544-5248.
