How to Change Your 529 Plan's Investment Instructions - Fidelity

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How to Change Your 529 Plan s Investment Instructions

Occasionally, you may need to adjust how you're investing your 529 college savings plan assets. You can change your future investment allocations or your current asset allocations. You can make these changes online, and the steps are easy to follow. page. If you have questions about changing your future or current asset allocations, please call us at 800-544-1914.

What to expect

Your changes for future investment allocations will be in effect the next time you contribute to your 529 college savings plan account. Your current asset allocation change: If requested before 4 p.m. ET, receives that day's closing price If requested after 4 p.m. ET, receives the next business day's closing price Applies to your entire portfolio: you can't choose to exchange only part of your portfolio If you've chosen eDelivery, we'll email your confirmation in 1–2 business days. If you don't use eDelivery, you'll receive a statement in the U.S. Mail in 3–5 business days. Please wait while Fidelity's Virtual Assistant loads.

Questions

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