How I Updated My 529 Fund Selection on Fidelity
Here’s a summary of the main problem and solutions discussed:
- Main Problem: The user is seeking guidance on how to update or change the investment fund selected for their 529 plan on the Fidelity website.
- Solution Steps:
- Go to “Accounts & Trade” and select “Portfolio.”
- Select the 529 plan from the left-hand menu.
- Under “I Want To…”, choose “Change my investment choices.”
- Additional Information: Users can reallocate existing contributions twice per year without changing the beneficiary and can change future contribution allocations as often as desired. For more details on available investment options, a link to the Fidelity-managed 529 plan portfolios is provided.
Here’s the full thread
Hello, how do I update or change the fund I have selected for the investment in a 529 on the Fidelity website? Thanks!
Hey @the Bearded Marauder, happy to help here!
You can follow these online steps to make the change:
1. Click on “Accounts & Trade” and choose “Portfolio”
2. Choose your 529 plan on the left-hand menu
3. Under “I Want To…” select “Change my investment choices”
You can reallocate the existing contributions in your Fidelity-managed 529 plan twice per calendar year without a change of beneficiary. There is no limit to how often you can change the investment allocations for future contributions.
You can review the available Fidelity-managed 529 plan portfolios at the following link:
https://www.fidelity.com/529-plans/investment-options 🟢
Great, thank you!