[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_2,1_2″ _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” animation_direction=”bottom” collapsed=”off” global_colors_info=”{}”][et_pb_column type=”1_2″ _builder_version=”4.16″ _module_preset=”default” animation_style=”slide” animation_direction=”bottom” global_colors_info=”{}”][et_pb_text admin_label=”Hero Content” module_class=”headline h1-dark” _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n
Direct Portfolio<\/h1>\n
This plan offers 529 investment options from conservative to aggressive to appeal to any family’s situation, saving goals, and investment preferences.<\/p>\n
[\/et_pb_text][et_pb_text admin_label=”Text Above Button” module_class=”text-above-btn” _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n
plan managed by:<\/p>\n
[\/et_pb_text][cumo_two_logo_inline first_logo=”https:\/\/www.collegeinvest.org\/wp-content\/uploads\/2021\/09\/Vanquard-Logo-Hero@2x.png” second_logo=”https:\/\/www.collegeinvest.org\/wp-content\/uploads\/2021\/09\/Ascensus-Logo-Hero@2x.png” first_logo_alt=”logo-Vanguard” second_logo_alt=”logo-Ascensus” _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][\/cumo_two_logo_inline][et_pb_button button_url=”\/enroll-529-savings-plan\/#direct-portfolio” button_text=”enroll in this plan” admin_label=”Button Green” module_class=”button green” _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_button][\/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.16″ _module_preset=”default” animation_style=”slide” animation_direction=”right” global_colors_info=”{}”][et_pb_image src=”https:\/\/www.collegeinvest.org\/wp-content\/uploads\/2021\/09\/Direct-Portfplio-Forms@2x.png” alt=”Direct Portfolio” title_text=”Direct-Portfplio-Forms@2x” module_class=”img-full” _builder_version=”4.17.3″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_image][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ admin_label=”Sidebar Section” module_class=”sidebar-section direct-sidebar” _builder_version=”4.16″ background_image=”https:\/\/www.collegeinvest.org\/wp-content\/uploads\/2021\/09\/background-purple.png” da_disable_devices=”off|off|off” collapsed=”off” global_colors_info=”{}” da_is_popup=”off” da_exit_intent=”off” da_has_close=”on” da_alt_close=”off” da_dark_close=”off” da_not_modal=”on” da_is_singular=”off” da_with_loader=”off” da_has_shadow=”on”][et_pb_row column_structure=”3_5,2_5″ _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” collapsed=”off” global_colors_info=”{}”][et_pb_column type=”3_5″ _builder_version=”4.16″ _module_preset=”default” animation_direction=”bottom” global_colors_info=”{}”][et_pb_text admin_label=”Content” module_class=”content-sbs” _builder_version=”4.16″ _module_preset=”default” animation_style=”slide” animation_direction=”bottom” global_colors_info=”{}”]<\/p>\n
Plan details<\/h2>\n
The Direct Portfolio Plan is our most popular, and you can open your account online in just minutes. In fact, 4 of 5 new account owners do so. Enrollment is free.<\/p>\n
You can open your account(s) with as little as $25 and make additional contributions for a minimum of $15. You can contribute by check, automatic investment, direct deposit, electronic bank transfer, or rolling over assets from another qualified educational savings vehicle.<\/p>\n
[\/et_pb_text][et_pb_button button_url=”\/enroll-529-savings-plan\/#direct-portfolio” url_new_window=”on” button_text=”Enroll in this plan” admin_label=”Button White” module_class=”button white” _builder_version=”4.16″ _module_preset=”default” animation_style=”slide” global_colors_info=”{}”][\/et_pb_button][et_pb_button button_url=”#more-information” button_text=”Scroll for more information about direct portfolio” admin_label=”Anchor Link” module_class=”anchor-link” _builder_version=”4.16″ _module_preset=”default” animation_style=”slide” global_colors_info=”{}”][\/et_pb_button][et_pb_image src=”https:\/\/www.collegeinvest.org\/wp-content\/uploads\/2021\/09\/Direct-sidebar.png” alt=”The Direct Portfolio Plan” title_text=”Direct-sidebar” module_class=”img-full” _builder_version=”4.17.3″ _module_preset=”default” animation_style=”slide” animation_direction=”bottom” global_colors_info=”{}”][\/et_pb_image][\/et_pb_column][et_pb_column type=”2_5″ _builder_version=”4.16″ _module_preset=”default” animation_style=”slide” animation_direction=”right” global_colors_info=”{}”][cumo_side_item icon=”https:\/\/www.collegeinvest.org\/wp-content\/uploads\/2021\/09\/quick-link.svg” icon_alt=”Blue link icon” admin_label=”Quick links” _builder_version=”4.17.3″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n
Quick links:<\/p>\n
Compare Plans<\/a><\/p>\n Direct Portfolio Forms<\/a><\/p>\n Direct Portfolio Plan Disclosure Statements<\/a><\/p>\n Direct Portfolio Performance<\/a><\/p>\n Friends and Family gifting<\/a><\/p>\n Frequently asked questions<\/a><\/p>\n [\/cumo_side_item][cumo_side_item icon=”https:\/\/www.collegeinvest.org\/wp-content\/uploads\/2021\/09\/phone-icon.svg” icon_alt=”Blue phone icon” admin_label=”Call us” _builder_version=”4.17.3″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n Call us:<\/p>\n 800.997.4295<\/a><\/p>\n Mon – Fri 6am to 7pm (MDT)<\/span><\/p>\n [\/cumo_side_item][cumo_side_item icon=”https:\/\/www.collegeinvest.org\/wp-content\/uploads\/2021\/09\/mail-icon.svg” icon_alt=”Blue mail icon” admin_label=”Mailing Address” _builder_version=”4.17.3″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n Mailing Address<\/p>\n CollegeInvest Direct Portfolio College Savings Plan [\/cumo_side_item][cumo_side_item icon=”https:\/\/www.collegeinvest.org\/wp-content\/uploads\/2021\/09\/overnight-mail.svg” icon_alt=”icon_overnight” admin_label=”Overnight Delivery Only” _builder_version=”4.17.3″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n Overnight Delivery ONLY: <\/span><\/p>\n CollegeInvest Direct Portfolio College Savings Plan [\/cumo_side_item][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ admin_label=”Tabbed Content 2 Column” module_id=”more-information” module_class=”tabbed-content-2-column tab-module direct-2-column” _builder_version=”4.16″ animation_style=”slide” animation_direction=”left” da_disable_devices=”off|off|off” collapsed=”off” global_colors_info=”{}” da_is_popup=”off” da_exit_intent=”off” da_has_close=”on” da_alt_close=”off” da_dark_close=”off” da_not_modal=”on” da_is_singular=”off” da_with_loader=”off” da_has_shadow=”on”][et_pb_row admin_label=”Swipe to see more responsive” module_class=”skip-check-list-row black” _builder_version=”4.16″ _module_preset=”default” animation_style=”slide” animation_direction=”bottom” locked=”off” collapsed=”on” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”2_5,3_5″ module_class=”tab-anchors” _builder_version=”4.16″ _module_preset=”default” collapsed=”off” global_colors_info=”{}”][et_pb_column type=”2_5″ module_class=”tab-title” _builder_version=”4.16″ _module_preset=”default” animation_style=”slide” animation_direction=”left” global_colors_info=”{}”][et_pb_button button_text=”Multiple ways to contribute” admin_label=”Multiple ways to contribute” _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_button][et_pb_button button_text=”Online account management” admin_label=”Online account management” _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_button][et_pb_button button_text=”Low fees” admin_label=”Low fees” _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_button][et_pb_button button_text=”Earn free savings for college” admin_label=”Earn free savings for college” _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_button][\/et_pb_column][et_pb_column type=”3_5″ _builder_version=”4.16″ _module_preset=”default” animation_style=”slide” animation_direction=”right” global_colors_info=”{}”][et_pb_text admin_label=”Multiple ways to contribute” module_class=”tab-content” _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n [\/et_pb_text][et_pb_text admin_label=”Online account management” module_class=”tab-content” _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n [\/et_pb_text][et_pb_text admin_label=”Low fees” module_class=”tab-content” _builder_version=”4.17.3″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n [\/et_pb_text][et_pb_text admin_label=”Earn free savings for college” module_class=”tab-content” _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n Take advantage of Upromise\u00ae that returns a percentage of your eligible spending at hundreds of America\u2019s leading companies and transfers that money periodically to your plan account, subject to a minimum amount.\u00b9\n<\/p>\n [\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ admin_label=”Footnotes Section” module_class=”footnotes-section footnotes-direct” _builder_version=”4.16″ da_disable_devices=”off|off|off” collapsed=”off” global_colors_info=”{}” da_is_popup=”off” da_exit_intent=”off” da_has_close=”on” da_alt_close=”off” da_dark_close=”off” da_not_modal=”on” da_is_singular=”off” da_with_loader=”off” da_has_shadow=”on”][et_pb_row _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” animation_style=”slide” animation_direction=”bottom” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_text admin_label=”Footnotes” module_class=”foot-notes” _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n \u00b9Funds in a Upromise account will not be transferred until earnings reach a minimum amount. Go to upromise.com for more information on transfer minimums. Upromise is offered by Upromise, Inc. and is separate from the Plan.<\/p>\n [\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ admin_label=”Options Cards” module_class=”options-cards direct-options” _builder_version=”4.16″ da_disable_devices=”off|off|off” collapsed=”off” global_colors_info=”{}” da_is_popup=”off” da_exit_intent=”off” da_has_close=”on” da_alt_close=”off” da_dark_close=”off” da_not_modal=”on” da_is_singular=”off” da_with_loader=”off” da_has_shadow=”on”][et_pb_row _builder_version=”4.16″ _module_preset=”default” animation_style=”slide” animation_direction=”bottom” collapsed=”off” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_text admin_label=”Content” module_class=”direct-oc-text” _builder_version=”4.17.3″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n Choosing an investment option that fits your family\u2019s budget and specific investment strategy is important. Since your family is unique, we offer thirteen different 529 investment options ranging from conservative to aggressive. Choose from Age-Based options, managed by a professional, or select your own investments with our Blended and Individual options.<\/p>\n [\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_2,1_2″ module_class=”direct-options-cards” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” collapsed=”off” global_colors_info=”{}”][et_pb_column type=”1_2″ _builder_version=”4.16″ _module_preset=”default” animation_style=”slide” animation_direction=”left” global_colors_info=”{}”][et_pb_text admin_label=”Content” module_class=”content-oc content-oc-direct” _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n If you prefer an investment option managed by a professional, our Age-Based options could be the right choice for you.<\/p>\n
PO Box 219931
Kansas City, MO 64121-9931<\/p>\n
1001 E 101st Terrace, Suite 200
Kansas City, MO 64131<\/p>\nMultiple ways to contribute<\/h3>\n
\n
Online account management<\/h3>\n
\n
Low fees<\/h3>\n
\n
Earn free savings for college<\/h3>\n
Investment options<\/h2>\n
Direct Portfolio Age-Based Investment Options<\/h3>\n
![\"Icon](\"\/wp-content\/themes\/Divi-child\/assets\/images\/icons\/icon-collapse.svg\"){kind=icon}
\r\n\t\t\t\t\r\n\t\t\t\t