Fidelity Advisor 529 Plan

Working with You to Help College Savings Grow

Fidelity Advisor 529 Plan

Sponsored by the State of New Hampshire

Our 529 plan offers potential tax advantages, a broad range of investment options, and high contribution limits to help students save for higher education expenses.

Assets in the plan can be used for tuition, books, and other education-related expenses at most accredited colleges and universities.1 With the new tax bill, parents who send their children to private elementary and high school can also use our plan to cover those expenses.

Daily Pricing and Returns

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Make the Most of Every Dollar

Fidelity Advisor Workplace 529

Offering the Fidelity-managed Workplace 529 Plan is a great way to show employees that you understand their needs and value their financial security. And it's a low-cost enhancement to employee benefits packages.

Employers can set up employee contributions to our Workplace 529 Plan either through payroll deduction or through Electronic Funds Transfers (EFTs) from employee bank accounts.

Learn more

Consider the Fidelity Investments 529 College Rewards® Visa Signature® Card

Earn unlimited 2% cash back on every eligible net purchase2 when you redeem your Reward Points as a deposit into an eligible Fidelity-managed 529 account.

There's no annual fee. And the card has no Reward Point caps or limits, and Points do not expire.2

Apply Now

Choose the Best Strategy

The Fidelity Advisor 529 Plan lets you choose from three types of investment options so you can pursue the strategy that is best for your needs and circumstances. For each contribution, you determine how it is invested. You may also reallocate existing assets in your account twice every calendar year and whenever you change the account's designated beneficiary.

Investment choice and flexibility

Everyone is different: we all have distinct goals, individual tolerances for risk, varying time horizons. That's why OklahomaDream 529 allows you to choose from three types of investment options:

  • Age-based portfolios automatically reallocate assets based on the child's age.
  • Static portfolios enable you to tailor your account to your personal risk tolerance.
  • Individual investment portfolios allow you to invest in specific individual funds and construct a unique asset allocation plan.
 
 

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