529 College Savings Plan Connecticut Higher Education Trust CHET
529 College Savings Plan Connecticut Higher Education Trust (CHET) Fidelity Same CHET program, new benefits.
Existing CHET account owners can learn how to make payments toward tuition or room and board by following the instructions in the .
Learn more about the NEW and the . The Money Market Portfolio transitioned to the Stable Value Portfolio on May 2, 2022.
Sponsored by the Connecticut Office of the Treasurer and managed by Fidelity, this 529 plan is open to both residents and nonresidents.
Connecticut taxpayers could receive a state income tax deduction of up to $10,000 on contributions made to your CHET account.
Use for a wide variety of expenses at any accredited university, college, or vocational school nationwide—and many abroad.
Access performance details and choose either an age-based strategy or a custom strategy based on your specific investment goals.
No annual fee or minimum required to open—these features and more make it easy to open and own a CHET 529 account.
The Treasurer's efforts working with organizations throughout the state have helped provide programs and assistance that can empower the people of Connecticut with information and training to help them build a better future.
Para ayuda en español a tus preguntas acerca del plan, como funciona y las opciones de inversión disponibles, por favor llama al 888-799-2438. Nuestros especialistas en planificación de la educación, con la ayuda de un traductor, están disponibles para asistirte de lunes a viernes de 8 a.m. a 9 p.m. ET.
Descarga una solicitud para abrir una cuenta del plan de ahorros universitarios CHET y un paquete con los datos del plan.
Fidelity Brokerage Services is not authorized to solicit brokerage products and services outside the U.S. and our social media are intended for U.S. persons only.
Our moderators are online during open market hours (M–F, 9:30am to 4pm ET). If you need immediate assistance with your CHET account, please call 888-799-2438 for English support or 888-799-2438 for Spanish support.
Fidelity is not affiliated with any social media platforms and is not responsible for social media platforms' operations or services. Fidelity does not expressly or implicitly adopt or endorse any of the expressions, opinions or content posted by fans or any third parties on its accounts on social media platforms. Fidelity does not control, serve, adopt or endorse any advertising, messages, or content that social media platforms may display on its site or on Fidelity's pages on social media platforms. Fidelity does not adopt or endorse any products, services, advertisements, recommendations, or statements, or any other content that may appear on social media platforms or on other affiliated sites. No part of any Fidelity account on social media platforms is intended to make a recommendation or state a testimonial for or about a security, service or product, or to provide investment, tax or any other advice.
Your privacy is important. Fidelity's privacy policy is at https://go.fidelity.com/privacy Fidelity Brokerage Services LLC, Member NYSE, , 900 Salem Street, Smithfield, RI 02917 980436.8.3 Copyright 1998-2022 FMR LLC. All Rights Reserved.
You can change the investment instructions on your future contributions at any time. But under federal tax rules governing 529 plans, you can reallocate your current plan's investments only twice per calendar year or whenever you change beneficiaries, without incurring federal taxes. Investment expenses Fees vary, depending on your :
0.11%–0.20% (Fidelity Index Funds)
0.40%–0.59% (Fidelity Blend)
0.47%–0.95% (Fidelity Funds)
0.05%–0.50% (Bank Deposit Portfolio)
For fee details, please view the , starting on page 26. Plan performance View information on the funds' since inception date of February 2, 2021 (when the funds were established at Fidelity), or average annual total returns by month or by quarter. , including underlying fund(s) and asset allocations, can be viewed online under the Compositions tab, or in the , starting on page 48.
This provides information about investment options, transition mapping, performance details, fees and more.
Visit for the most recent annual report. Important Information Virtual Assistant is Fidelity’s automated natural language search engine to help you find information on the Fidelity.com site. As with any search engine, we ask that you not input personal or account information. Information that you input is not stored or reviewed for any purpose other than to provide search results. Responses provided by the virtual assistant are to help you navigate Fidelity.com and, as with any Internet search engine, you should review the results carefully. Fidelity does not guarantee accuracy of results or suitability of information provided. Keep in mind that investing involves risk. The value of your investment will fluctuate over time, and you may gain or lose money.
Fidelity does not provide legal or tax advice, and the information provided is general in nature and should not be considered legal or tax advice. Consult an attorney, tax professional, or other advisor regarding your specific legal or tax situation.
Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917
796549.1.0
Existing CHET account owners can learn how to make payments toward tuition or room and board by following the instructions in the .
Learn more about the NEW and the . The Money Market Portfolio transitioned to the Stable Value Portfolio on May 2, 2022.
h1 The Connecticut Higher Education Trust 529 College Savings Program
Sponsored by the Connecticut Office of the Treasurer and managed by Fidelity, this 529 plan is open to both residents and nonresidents.
Why open a CHET 529 college savings plan
Connecticut taxpayers could receive a state income tax deduction of up to $10,000 on contributions made to your CHET account.
Use for a wide variety of expenses at any accredited university, college, or vocational school nationwide—and many abroad.
Access performance details and choose either an age-based strategy or a custom strategy based on your specific investment goals.
No annual fee or minimum required to open—these features and more make it easy to open and own a CHET 529 account.
Getting started is easy
About the State of Connecticut and additional programs offered by CHET
Connecticut Office of the Treasurer Shawn T Wooden
A major goal of the office is to ensure the accessibility of these programs to youth, adults across the generations and underserved populations in the state. for this plan.The Treasurer's efforts working with organizations throughout the state have helped provide programs and assistance that can empower the people of Connecticut with information and training to help them build a better future.
Baby Scholars
The CHET Baby Scholars program provides $100 toward a newborn's future college costs.Dream Big Competition
CHET is dedicated to helping Connecticut families find ways to afford the costs of higher education.Security you can count on
At Fidelity, we take your security and privacy seriously. That's why we employ world-class measures to help keep your portfolio safe.¿Necesitas ayuda en español
Para ayuda en español a tus preguntas acerca del plan, como funciona y las opciones de inversión disponibles, por favor llama al 888-799-2438. Nuestros especialistas en planificación de la educación, con la ayuda de un traductor, están disponibles para asistirte de lunes a viernes de 8 a.m. a 9 p.m. ET.
Descarga una solicitud para abrir una cuenta del plan de ahorros universitarios CHET y un paquete con los datos del plan.
We re here to help
Education planning specialists are available Monday–Friday from 8 a.m. to 9 p.m. ET. Questions? 888-799-CHET(2438) Although the underlying deposits are eligible for FDIC insurance, subject to applicable federal deposit insurance limits, the units of the Bank Deposit Portfolio are not insured or guaranteed by the FDIC or any other government agency. You are responsible for monitoring the total amount of your assets on deposit at the depository bank, including amounts held directly at the depository bank. All such deposits held in the same ownership capacity at the depository bank are subject to aggregation and to the current FDIC insurance coverage limitation of $250,000. Please see your 529 Fact Kit for more details. The Connecticut Higher Education Trust (CHET) 529 College Savings Plan - Direct Plan is offered by the Treasurer of the state of Connecticut and managed by Fidelity Investments. If you or the designated beneficiary is not a Connecticut resident, you may want to consider, before investing, whether your state or the beneficiary's home state offers its residents a plan with alternate state tax advantages or other state benefits such as financial aid, scholarship funds and protection from creditors. Units of the portfolios are municipal securities and may be subject to market volatility and fluctuation. Please carefully consider the plan's investment objectives, risks, charges, and expenses before investing. For this and other information on any 529 college savings plan managed by Fidelity, contact Fidelity for a free or view one online. Read it carefully before you invest or send money. * Contributions no longer can be made once the total value of all accounts for the same beneficiary in any Connecticut 529 plan meet the account maximum. The third-party trademarks and service marks appearing herein are the property of their respective owners. Fidelity does not provide legal or tax advice. The information herein is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact investment results. Fidelity cannot guarantee that the information herein is accurate, complete, or timely. Fidelity makes no warranties with regard to such information or results obtained by its use, and disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information. Consult an attorney or tax professional regarding your specific situation. Fidelity Investments sponsors the CHET accounts on various social media platforms including (but not limited to) Facebook, Instagram, Twitter, YouTube, Reddit, Pinterest which are collectively referred to as "social media platforms." Other Fidelity entities or partners may also publish content on CHET's social media platforms. You can easily find CHET social content by searching for "CHET" or "CHET 529" or #CHET529.Fidelity Brokerage Services is not authorized to solicit brokerage products and services outside the U.S. and our social media are intended for U.S. persons only.
Our moderators are online during open market hours (M–F, 9:30am to 4pm ET). If you need immediate assistance with your CHET account, please call 888-799-2438 for English support or 888-799-2438 for Spanish support.
Fidelity is not affiliated with any social media platforms and is not responsible for social media platforms' operations or services. Fidelity does not expressly or implicitly adopt or endorse any of the expressions, opinions or content posted by fans or any third parties on its accounts on social media platforms. Fidelity does not control, serve, adopt or endorse any advertising, messages, or content that social media platforms may display on its site or on Fidelity's pages on social media platforms. Fidelity does not adopt or endorse any products, services, advertisements, recommendations, or statements, or any other content that may appear on social media platforms or on other affiliated sites. No part of any Fidelity account on social media platforms is intended to make a recommendation or state a testimonial for or about a security, service or product, or to provide investment, tax or any other advice.
Your privacy is important. Fidelity's privacy policy is at https://go.fidelity.com/privacy Fidelity Brokerage Services LLC, Member NYSE, , 900 Salem Street, Smithfield, RI 02917 980436.8.3 Copyright 1998-2022 FMR LLC. All Rights Reserved.
We re here to help
Dedicated education planning specialists are available Monday–Friday from 8 a.m. to 9 p.m. ET at 888-799-CHET (2438).¿Necesitas ayuda en español
Para ayuda en español a tus preguntas acerca del plan, como funciona y las opciones de inversión disponibles, por favor visita nuestro o llama al 888-799-2438 y uno de nuestros representantes con la ayuda de un traductor, están disponibles para asistirte de lunes a viernes de 8 a.m. a 9 p.m. hora del Este de EE. UU. Descarga una solicitud para abrir una cuenta del plan de ahorros universitarios CHET y un paquete con los datos del plan. and download the . Making payments The provides instructions instructions for making payments to a school. about the investment options available for your CHET account.You can change the investment instructions on your future contributions at any time. But under federal tax rules governing 529 plans, you can reallocate your current plan's investments only twice per calendar year or whenever you change beneficiaries, without incurring federal taxes. Investment expenses Fees vary, depending on your :
0.11%–0.20% (Fidelity Index Funds)
0.40%–0.59% (Fidelity Blend)
0.47%–0.95% (Fidelity Funds)
0.05%–0.50% (Bank Deposit Portfolio)
For fee details, please view the , starting on page 26. Plan performance View information on the funds' since inception date of February 2, 2021 (when the funds were established at Fidelity), or average annual total returns by month or by quarter. , including underlying fund(s) and asset allocations, can be viewed online under the Compositions tab, or in the , starting on page 48.
This provides information about investment options, transition mapping, performance details, fees and more.
Visit for the most recent annual report. Important Information Virtual Assistant is Fidelity’s automated natural language search engine to help you find information on the Fidelity.com site. As with any search engine, we ask that you not input personal or account information. Information that you input is not stored or reviewed for any purpose other than to provide search results. Responses provided by the virtual assistant are to help you navigate Fidelity.com and, as with any Internet search engine, you should review the results carefully. Fidelity does not guarantee accuracy of results or suitability of information provided. Keep in mind that investing involves risk. The value of your investment will fluctuate over time, and you may gain or lose money.
Fidelity does not provide legal or tax advice, and the information provided is general in nature and should not be considered legal or tax advice. Consult an attorney, tax professional, or other advisor regarding your specific legal or tax situation.
Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917
796549.1.0