Starter Account Program

Application Instructions

Thank you for recommending 529 plans to your clients, we are pleased to help your client get started with a free starter account.

  • You may enter as many accounts as the client needs and we will contribute $25.00 to each account. This is for new CollegeInvest accounts only; account(s) must have been opened in the past 30 days.
  • To get started, you’ll need the account owner name and new CollegeInvest account number(s).
  • This process should take less than 5 minutes to complete.
  • Funds are normally deposited to the account 2-3 weeks from submission

If you have questions or need assistance, please reach out to us at or 303-376-8839.