AZ529 Arizona's Education Savings Plan

Welcome! Your new plan is waiting for you.

We've made it easy to get started

Quarterly, all CollegeSure Honors Savings Accounts will be moved from College Savings Bank® to AZ529, Arizona's Education Savings Plan managed by Fidelity®. Much of this will be done automatically, but there are a few easy steps you'll need to take to get started with your new account.


Date range to make changes

Quarter Last day to make changes with CSB Activation Date
Q4 2022 11/23/2022 12/1/2022
Q1 2023 2/21/2023 3/2/2023
Q2 2023 5/25/2023 6/2/2023
Q3 2023 8/25/2023 9/5/2023
Q4 2023 11/24/2023 12/4/2023
Q1 2024 2/23/2024 3/4/2024

▢   ACTIVATE your account today.

▢   MANAGE your account by setting up automatic contributions or moving money.

▢   PLAN with the tools in our Planning and Guidance Center.

 

ACTIVATE your AZ529 Plan account by following these steps:


The first day you can activate your account will be determined by the timing of the transition. Refer to the chart above for specific dates. You'll need the AZ529 Plan account profile letter sent by Fidelity, one for each account, which includes important information such as your account number and beneficiary.

New to Fidelity?

  1. Set up your online access.
  2. Select the "Account balances" link from the "Welcome to Fidelity" screen.
  3. If you own one AZ529 Plan account, you will automatically be directed to activate the account. Follow the instructions.

    If you own more than one AZ529 account, select the "Activate" link next to one of your AZ529 accounts. Follow the instructions. Repeat these steps for your remaining accounts.

Existing Fidelity relationship

  1. Visit your Accounts summaryLog In Required.
  2. Select the "Activate" link next to your AZ529 Plan account. Follow the instructions.

    If you own more than one AZ529 Plan account, repeat these steps for your remaining accounts.

Note: Your AZ529 account number has been updated and is different from the account number you had with College Savings Bank.

MANAGE your AZ529 account contributions and move money


Keep your contributions on track

PLAN with our tools


Learn about education planning

Access a library of courses, articles, and videos to learn more about planning and saving for education.

Are you on track?Log In Required

Access the Planning and Guidance Center to plan for education as part of this comprehensive financial tool.


Frequently asked questions

Questions?

800-544-1262
Education planning specialists are available
Monday–Friday from 8 a.m. to 9 p.m. ET.