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

FAQ Edvest: Who Can Open And Edvest Account?


Any individual with a Social Security number or federal Taxpayer Identification Number who is a U.S. citizen or resident alien can open an account and contribute to an Edvest account on behalf of any beneficiary. You can even open an account for yourself. An organization described in Section 501(c)(3) of the Internal Revenue Code, an estate or a trust may also open an account. Such entities will be subject to additional restrictions or administrative requirements and may not open an account online or participate in e-Delivery. Open an account today.
 
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