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

FAQ Edvest: Is there a Limit to what I can Contribute?

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It’s easy to open an account with Edvest.

The minimum contribution required to open an account is $25 per investment option. The minimum amount for subsequent contributions is also $25 per investment option. For payroll deductions, the minimum contribution is $15 per investment option per pay period.


No Income Limitations
There are no income limitations.

High Maximum Account Contribution Level of $330,000
You can contribute as much as $330,000 per beneficiary as long as the total balance of all accounts for that beneficiary does not exceed $330,000. Accounts that have reached the maximum balance limit may continue to accrue earnings.


One response

  1. Pingback: FAQ Edvest: What Are the State and Federal Tax Advantages? | Wisconsin State Treasury

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