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DO NOT STAPLE CICTA FRM 01168A 0115-Page 1 of 8 CHEST ADVISOR Account Features Form AN ADVISORS PLAN MANAGED BY THE HARTFORD 529 College Savings Program Connecticut Higher Education Trust CHEST Advisor
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How to fill out chet advisor account features

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How to fill out chet advisor account features?

01
Visit the official Chet Advisor website or log in to your existing Chet Advisor account.
02
Navigate to the "Account Features" section or a similar tab in your account dashboard.
03
Review the available features and select the ones that are most relevant to your needs. These features may include investment options, contribution guidelines, college savings calculators, and account management tools.
04
Carefully read through the terms and conditions associated with each feature to understand any limitations or restrictions.
05
Follow the on-screen prompts or instructions to enable or set up each chosen feature. This may involve providing additional information or completing verification steps.
06
Once you have filled out the desired account features, review your selections and ensure they align with your college savings goals.
07
Save your changes and keep note of any account credentials or access codes required for utilizing these features in the future.

Who needs Chet Advisor account features?

01
Parents or guardians who want to save for their child's college education can greatly benefit from Chet Advisor account features. These features provide tools and resources to help manage and grow college savings funds effectively.
02
Students planning for their own college expenses can also find value in the Chet Advisor account features. They can use the investment options and savings calculators to understand the financial impact of their choices and make informed decisions.
03
Financial advisors or consultants who assist individuals or families with college planning and savings can leverage the Chet Advisor account features to better serve their clients. These features provide data and insights that can aid in creating effective college savings strategies.
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