How do I create my SavvyFi 529 Education Savings Account?

Created by Katherine Terrell, Modified on Fri, 31 Oct at 5:04 PM by Katherine Terrell

Get ready to open a 529 college savings account:

Create your account on SavvyFi.
Provide information about yourself and your beneficiary (including birth date and SSN).
E-sign the DocuSign agreement.
Add your banking information to create a one-time contribution or to set recurring monthly contributions.

Questions? Reach out to support@savvyfi.co — we’re here to support you.