Where can I find additional information about my account moving from College Savings Bank to Fidelity?
Please visit College Savings Bank to learn more about the transition.
If I gave someone authority to view or act on my account at College Savings Bank, what steps do I need to take to grant them authority at Fidelity?
Once you have activated your account at Fidelity, you will need to grant them trading authority or power of attorney. Visit the account access rights overview page for more information and instructions.
What is the last day I can update my personal information at College Savings Bank?
The last day to update information with College Savings Bank depends on the date of the transition. Refer to the chart above. After your account has been activated with Fidelity, you may update your personal information online.
The AZ529, Arizona's Education 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 third parties mentioned herein and Fidelity Investments are independent entities and are not legally affiliated.
The AZ529, Arizona's Education Savings Plan, is offered by the state of Arizona with the Arizona State Treasurer's Office as the Plan Administrator and the Arizona State Board of Investment as Plan Trustee and is 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 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 Fact Kit, or view one online. Read it carefully before you invest or send money.
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