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State Clients
Upromise
529 plans currently administered by
Upromise Investments

We are committed to providing our state and investment partners with the highest quality of service, program administration, and customization.

Upromise Investments provides industry-leading services to the following plans:

Arkansas
GIFT College Investing Plan
iShares 529 Plan

Colorado
CollegeInvest Direct Portfolio College Savings Plan

Hawaii
HI529 - Hawaii's College Savings Program

Idaho
IDeal - Idaho College Savings Program

Indiana
CollegeChoice 529 Direct Savings Plan
CollegeChoice Advisor 529 Savings Plan

Iowa
College Savings Iowa 529 Plan
Iowa Advisor 529 Plan

Kansas
Learning Quest 529 Education Savings Program
Learning Quest Advisor
Schwab 529 College Savings Plan

Missouri
MOST - Missouri's 529 Advisor Plan
MOST - Missouri's 529 College Savings Plan

Montana
Montana Family Education Savings Program Investment Plan

Nevada
Upromise College Fund 529 Plan
USAA College Savings Plan
The Vanguard 529 College Savings Plan

New York
New York's 529 College Savings Program Advisor Plan
New York's 529 College Savings Program Direct Plan

North Dakota
College SAVE Plan

Pennsylvania
PA 529 Guaranteed Savings Plan
PA 529 Investment Plan

West Virginia
SMART529 WV Direct
SMART529 Select
The Hartford® SMART529®

 

For more information about 529 college savings plans managed or administered by Upromise Investments, Inc. call 1.877.529.2980 or click here.

Before investing in any 529 plan, you should consider whether your or the designated beneficiary's home state offers a 529 plan that provides its taxpayers with state tax and other benefits that are only available through the home state's 529 plan. You also should consult your financial, tax, or other advisor to learn more about how state-based benefits (or any limitations) would apply to your specific circumstances. You also may wish to contact directly your home state's 529 plan(s), or any other 529 college savings plan, to learn more about those plans' features, benefits and limitations. Keep in mind that state-based benefits should be one of many appropriately weighted factors to be considered when making an investment decision.

Investment objectives, risks, charges, expenses, and other important information are included in a 529 college savings plan's offering statement; read and consider it carefully before investing.


When you invest in a 529 college savings plan you are purchasing municipal securities whose value will vary with market conditions. Investment returns are not guaranteed, and you could lose money by investing in a 529 college savings plan. Account owners assume all investment risks as well as responsibility for any federal and state tax consequences.

© 2011 Upromise Investments, Inc. Upromise, the Upromise logo, and Ugift are registered service marks of Upromise, Inc. All other trademarks, service marks or registered trademarks are the property of their respective owners. Used with permission.

* Not FDIC Insured * No Bank, State, or Federal Guarantee * May Lose Value *



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