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- Prices & Performance
- Risk Tolerance Questionnaire
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Getting started is easy.
Make sure to have the following information handy:
Personal information — for you and your beneficiary (future student)
Name, U.S. address, Social Security number or Individual Tax Identification Number (ITIN), and date of birth.
Bank Information — it’s easy to make a contribution and set up an automatic ongoing investment. Have your bank routing and account number handy.
Investment Option — Bright Start offers investment choice and diversity. Many investors consider the popular, professionally managed Age-Based Options.
Successor Account Owner — we suggest you name a successor should something happen to you. You will need their name, address, and date of birth.
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