How do I cancel my SavvyFi 529 account?

Created by Katherine Terrell, Modified on Fri, 31 Oct at 5:03 PM by Katherine Terrell

If SavvyFi is no longer available to you as a benefit, you have two options:

Option 1: Keep Your SavvyFi Account

You can continue managing your 529 plan through SavvyFi by setting up monthly contributions from your personal bank account. A $5 monthly service fee applies.

Why stay with SavvyFi?
SavvyFi offers powerful tools to help grow your college savings faster:

Merchant & Cashback Rewards
Earn cashback on purchases at over 10,000 retailers, restaurants, and travel partners. Link your existing credit or debit cards—your current rewards stay intact. Friends and family can also join in, and all cashback goes directly to your 529 account.
Gifting Made Easy
Share your personalized gifting link (found on your dashboard) to receive contributions from loved ones. Gifts can be made via bank account, credit card, or PayPal—perfect for birthdays, holidays, or special occasions.

Option 2: Cancel Your SavvyFi Account

If you prefer to manage your 529 plan independently:

Rollover to Another 529 Plan
You can transfer your funds to an existing 529 account outside of SavvyFi.
Direct Management via my529
Create a login at https://www.my529.org to manage your account directly.

Next Step:
Email us at support@savvyfi.co and let us know which option you’d like to choose. We’ll guide you through the process.