Mfs 529 savings plan

Knowing this helps us better customize your experience and offer better recommendations. Once entered, we will send a reset link to the email address you specified. If you use a mail filtering tool make sure you allow email from support savingforcollege.

Knowing this helps us better customize your experience and offer better recommendations. Once entered, we will send a reset link to the email address you specified. If you use a mail filtering tool make sure you allow email from support savingforcollege. Enter your e-mail address and password to login. For security, we track login attempts.

Mfs 529 savings plan

State Treasurer Tobias Read wants it to be as easy as possible for Oregonians to save for job training and higher education—no matter how they do it. No matter which option that people choose, their savings are professionally managed in a suite of industry-leading mutual funds and insured options. Highlights include:. This new glide path adjusts investment risk based on projected enrollment year, or the date when money will be needed for educational expenses. Simplified fees. Pricing has been adjusted to benefit investors, while providing access to industry-leading portfolios with the lowest-cost underlying MFS mutual funds. Improved online access through a new portal. Provided by recordkeeper BNY Mellon, the portal offers expanded online functionality and control over individual accounts, including transaction processing, tuition payment automation, and expanded gifting options. Your browser is out-of-date! It has known security flaws and may not display all features of this and other websites.

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The investment's focus gradually shifts from investing in MFS funds seeking asset growth to capital preservation, automatically adjusting as the beneficiary moves closer to college age. These portfolios are invested in a diversified mix of MFS funds and are rebalanced periodically to maintain their objective and risk profile. Also, all investments, including mutual funds, carry a certain amount of risk, including the possible loss of the principal amount invested. Class I Units are available without a sales charge to eligible investors. Please see the Participation Agreement and Disclosure Statement for an explanation. This feature makes it an attractive estate planning tool for many.

Knowing this helps us better customize your experience and offer better recommendations. Once entered, we will send a reset link to the email address you specified. If you use a mail filtering tool make sure you allow email from support savingforcollege. Enter your e-mail address and password to login. For security, we track login attempts. Don't have an account? Sign Up. Once entered, we will send a key to the e-mail address you specified.

Mfs 529 savings plan

MFS Funds are available only through an investment professional; we cannot accept applications without a registered representative listed. We are confident an investment professional can provide you significant value by working with you to identify investments to best fit your goals and objectives. To open a new account with MFS, please follow the steps outlined below. For additional information, be sure to read these tips for setting up your account. The new account application can be downloaded, printed, and completed by hand or you can fill in the application online and print it out. After filling out the application, each registered owner must sign it and your investment professional's firm must complete the dealer section. Important: To help the government fight the funding of terrorism and money-laundering activities, federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account. Please work with your investment professional to ensure the required information is provided on the application. MFS cannot establish your account unless Sections 1 through 6 of the application are completed. Download application below.

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Units of the investment options of the MFS Savings Plan accounts are considered municipal fund securities. I'm saving with a plan for at least one child. Knowing this helps us better customize your experience. Once entered, we will send a reset link to the email address you specified. Get Started. I'm ready to open a plan. See the best plans, personalized for you A good place to start. Find a Pro. You should consider your needs, goals, and risk tolerance prior to investing. Investments in plans involve investment risks.

The forms and applications found here contain everything needed to open a new MFS mutual fund account. View and Print. Make changes to your existing MFS mutual fund account, including adding services, changing the owner's name and checkwriting privileges.

Others utilize lifecycle funds or employ lifecycle-type tactics within the portfolio containing your investment so that it is not necessary to transfer your investment between portfolios. I want to accelerate my plan savings. A practical guide with tips and tools to help financial advisors leverage plans in their practice. He or she will help you choose the right plan and then help you select the investment options that best fit your needs and tolerance for risk. Password Show. Underlying fund allocations:. MFS does not provide legal, tax, or accounting advice or investment advice with respect to the decision to invest in the Plan or selection of investment option s. Max Expense Ratio: 2. Minimum contributions:. Resident 0. Breakpoint pricing:. No one likes unpleasant surprises, and here we look for the warning signs.