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Why CollegeBound 529

Why CollegeBound 529?

Discover flexible investment options and a range of high-conviction portfolios to help families reach their education savings goals at the pace that's right for them.

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Portfolio Options

Portfolio Options

Three-tiered investment menu professionally managed by Invesco

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Age-Based Portfolios

Designed to align with child's expected year of college enrollment

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Target Risk Portfolios

Calibrated to match risk level - conservative, moderate and growth

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Individual Portfolios

Provide access to equity, fixed income and capital preservation options

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Resources

Resources

Resources and tools to help you understand strategies for saving and paying for college

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What is a 529 Plan?

A 529 plan is a tax-advantaged savings plan for education costs.

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Savings Calculator

Use our College Savings Planner to develop your college savings plan.

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Tax Benefit By State

Determine if your state offers a tax deduction for 529 plans.

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FAQs

Get answers to your questions about 529s.

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Account

Account

Access your account to make contributions and withdrawals, and to conduct account maintenance.

Investor Advisor

Manage

Download forms or log on to your account to manage your CollegeBound 529 online.

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Contribute

Help grow your account with recurring contributions, Ugift and Upromise.

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Open

Contact your financial advisor to open a CollegeBound 529.

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Performance
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College Savings Calculator

College Savings Calculator

Estimate your potential education savings with a 529 plan.

Call us at 877-615-4116 for more information

Open a CollegeBound 529

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Prospectus Program Description Security Careers Terms of Use Privacy Legal FINRA BrokerCheck

NOT FDIC INSURED | MAY LOSE VALUE | NO BANK GUARANTEE

This information is intended for US residents.

Invesco Distributors, Inc., is the US distributor for Invesco Ltd.'s Retail Products, Collective Trust Funds and CollegeBound 529.

Download the CollegeBound 529 privacy policy

Please Note: Before investing in any 529 plan, you should consider whether your or the beneficiary's home state offers a 529 plan that provides its taxpayers with favorable state tax and other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available through investment in the home state's 529 plan. You also should consult your financial, tax, or other adviser to learn more about how state-based benefits (or any limitations) would apply to your specific circumstances. You also may wish to contact directly your home state's 529 plan(s), or any other 529 plan, to learn more about those plans' features, benefits and limitations. Keep in mind that state-based benefits should be one of many appropriately weighted factors to be considered when making an investment decision.

For more information about CollegeBound 529, contact your financial advisor, call 877-615-4116, or download the Program Description, which includes investment objectives, risks, charges, expenses, and other important information; read and consider it carefully before investing. Invesco Distributors, Inc. is the distributor of CollegeBound 529.

An investment in the Portfolios is subject to risks including: investment risks of the Portfolios which are described in the Program Description; the risk (a) of losing money over short or even long periods; (b) of changes to CollegeBound 529, including changes in fees; (c) of federal or state tax law changes; and (d) that contributions to CollegeBound 529 may adversely affect the eligibility of the Beneficiary or the Account Owner for financial aid or other benefits. For a detailed description of the risks associated with CollegeBound 529, and the risks associated with the Portfolios and the Underlying Funds, please refer to the Program Description.

CollegeBound 529 is administered by the Rhode Island Office of the General Treasurer and the Rhode Island State Investment Commission. Ascensus College Savings Recordkeeping Services, LLC, the Program Manager, and its affiliates, have overall responsibility for the day-to-day operations of CollegeBound 529 including recordkeeping and administrative services. Invesco Advisors, Inc. serves as the Investment Manager. Invesco Distributors, Inc. markets and distributes CollegeBound 529.

CollegeBound 529 portfolios invest in: exchange-traded funds, mutual funds and separate accounts. Units of the portfolios are municipal securities, and the value of the units will vary with market conditions. Investments are not guaranteed or insured by the State of Rhode Island, the Rhode Island Office of the General Treasurer, the Rhode Island State Investment Commission.

Upromise is an optional service offered by Upromise, Inc., is separate from the CollegeBound 529, and is not affiliated with Ascensus College Savings Recordkeeping Services, LLC, Invesco, or the State of Rhode Island. Terms and conditions apply to the Upromise service. Participating companies, contribution levels, and terms and conditions are subject to change at any time without notice. Transfers from Upromise to a CollegeBound 529 account are subject to a $25 minimum. Upromise and the Upromise logo are registered service marks of Upromise, Inc.

Ugift is a registered service mark of Ascensus Broker Dealer Services, Inc.

© 2019 Invesco Ltd. All rights reserved.

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