The happenings "inside" the Wisconsin State Treasury and across the street at the State Capitol

FAQ: How do I open an EdVest account online?

Follow these 5 steps to open an EdVest account online:

1) Fund your account immediately with a transfer from your bank account, by establishing an Automatic Investment Plan, or by sending us a check.

2) Use the online application to establish the following accounts:

  • Individual Account
  • Trust Account (must be funded by check)
  • Custodial (UGMA/UTMA)

3) Before you get started, have the following information available:

  • Your Social Security number (SSN) or Taxpayer Identification number (TIN)
  • The address and SSN/TIN of your Successor Account Owner (if you choose to name one)
  • The address, SSN, date of birth, and anticipated year of college enrollment of your Beneficiary
  • A blank check for your reference (if funding online)
  • Your e-mail address

4) Important Information:

  • All account owners and beneficiaries must be U.S.citizens or resident aliens with a U.S.mailing address and residential address (if different than mailing address), or a military address if in the armed forces. Federal law requires that EdVest obtains your name, street address, date of birth, and taxpayer identification number prior to opening the account.
  • EdVest cannot accept third-party, credit card, or starter checks.
  • You must have Adobe Acrobat Reader to view certain forms.

5) If you have any additional inquiries specialists are available at 1-888-338-3789.


4 responses

  1. Pingback: Just a Few Days Left to get a 2011 Break on Your Wisconsin Taxes « wistatetreasury

  2. Pingback: FAQ: Does EdVest have a rewards program? « wistatetreasury

  3. Pingback: FAQ: What if an EdVest beneficiary receives a scholarship? « wistatetreasury

  4. Pingback: FAQ: What are the benefits of EdVest? « wistatetreasury

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