Start a New CollegeAdvantage 529
How to Open a new CollegeAdvantage 529 for your child:
Go to the CollegeAdvantage website and follow the instructions to open a new account for your children: Click Here.
- You should have all the information you need to open you account except for investment selection:
- You may read their Offering Statement for more information if you like.
Goto your rebel Financial Personal Website, enter your new login credentials to the CollegeAdvantage plan(s) you just setup, so that we can help you monitor your new account(s).
Step 3 (optional):
As a client, you may use our optional service through LastPass to share your login information to your new account(s)so we can periodically review and rebalance your investments directly.
At our next scheduled meeting we will review your account(s), refine investment selections, and pursue further financial planning (if necessary).
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