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ES_GAD_RIA_052123-Page 1 of 4DO NOT STAPLEPath2College 529 Plans. Save for the future. Today. Path2College 529 Unregistered Investment Advisor Authorization Complete this form to designate or change

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How to fill out collegeinvest direct portfolio college

01

Create an account on the CollegeInvest website

02

Complete the online application form with personal information and investment preferences

03

Choose the investment options for your portfolio based on your risk tolerance and investment goals

04

Submit the required documents for verification

05

Fund your account with an initial deposit

06

Monitor and manage your portfolio regularly to ensure it aligns with your financial objectives

Who needs collegeinvest direct portfolio college?

01

Individuals looking to save for college education expenses

02

Parents or guardians planning for their children's higher education

03

Students who want to invest in their own education

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What is collegeinvest direct portfolio college?

CollegeInvest Direct Portfolio College is a direct portfolio of investments offered by CollegeInvest that allows families to save for higher education expenses.

Who is required to file collegeinvest direct portfolio college?

Any individual or family looking to save for higher education expenses can invest in CollegeInvest Direct Portfolio College.

How to fill out collegeinvest direct portfolio college?

To fill out CollegeInvest Direct Portfolio College, individuals can visit the CollegeInvest website and follow the instructions provided to set up an account and start investing.

What is the purpose of collegeinvest direct portfolio college?

The purpose of CollegeInvest Direct Portfolio College is to provide a tax-advantaged way for families to save for higher education expenses.

What information must be reported on collegeinvest direct portfolio college?

Investors must report their contributions, investments, and any withdrawals made from CollegeInvest Direct Portfolio College.

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