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Exciting changes for
your 529 Plan

With recent changes to NY State law,
you can now roll over up to $35k of your
balance into a Roth IRA or use up to $10k
toward student loan repayments. Terms
and annual limits apply.

START SAVING

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  • Go to my account
  • Performance and pricing
  • Forms and literature
  • My investment options
  • Client accounts for financial professionals
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2024 College Planning Essentials

Your go-to guide for saving and
investing in their future.

DOWNLOAD THE GUIDE

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4 keys to
evaluating 529 plans

Discover the four key considerations for
choosing the right plan.

WATCH THE VIDEO

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View the 2024 Guide

What’s happening with tuition, scholarships, loans and the job market for college graduates? Find out all of this and more with College Planning Essentials.

Learn more

Do you have an account-related question?

If you have any questions, please start by contacting your financial professional. You may also access your account online by clicking the link below. For account related issues, contact our service center at 1-800-774-2108.

Access online account

Sign up for E-delivery

COVID-19 may impact manual processes and mail delivery timing. For timely transactions and communications, you may access your account and make updates, contributions and withdrawals via our secure online website. Now is also a great time to elect e-delivery of all documents.

Access online account
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Phone

Investor Service Center: 1-800-774-2108
Advisor Service Center: 1-855-JPM-6657 (1-855-576-6657)
Effective immediately, shareholder servicing representatives will be available from 8:00 am to 6:00 pm ET. This schedule will be in place until further notice.

Email

 

For general questions, please email us at ny.529advisor@jpmorgan.com.
We will respond to you within one business day. For your protection, please do not include your account number, Social Security Number or other sensitive information in your email message.

General correspondence

Regular Mail:

New York's 529 Advisor-Guided College Savings Program
P.O. Box 55498
Boston, MA 02205

Overnight Mail:
New York's 529 Advisor-Guided College Savings Program
95 Wells Avenue
Suite 155
Newton, MA 02459

 

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Privacy | New York State Privacy | Security | Disclosure Booklet | Contact Us

INVESTMENTS ARE NOT FDIC INSURED, MAY LOSE VALUE AND ARE NOT BANK GUARANTEED.

 

For more information about New York’s 529 Advisor-Guided College Savings Program, you may contact your financial advisor or obtain an Advisor-Guided Plan Disclosure Booklet and Tuition Savings Agreement at www.ny529advisor.com or by calling 1-800-774-2108. This document includes investment objectives, risks, charges, expenses, and other information. You should read and consider it carefully before investing.

Before you invest, consider whether your or the beneficiary’s home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in that state’s qualified tuition program.

The Comptroller of the State of New York and the New York State Higher Education Services Corporation are the Program Administrators and are responsible for implementing and administering New York’s 529 Advisor-Guided College Savings Program (the “Advisor-Guided Plan”). Ascensus Broker Dealer Services, LLC (“ABD”) serves as Program Manager for the Advisor-Guided Plan. ABD and its affiliates have overall responsibility for the day-to-day operations of the Advisor-Guided Plan, including recordkeeping and administrative services. J.P. Morgan Investment Management Inc. serves as the Investment Manager. JPMorgan Distribution Services, Inc. markets and distributes the Advisor-Guided Plan. JPMorgan Distribution Services, Inc. is a member of FINRA.

No guarantee: None of the State of New York, its agencies, the Federal Deposit Insurance Corporation, J.P. Morgan Investment Management Inc., Ascensus Broker Dealer Services, LLC, JPMorgan Distribution Services, Inc., nor any of their applicable affiliates insures accounts or guarantees the principal deposited therein or any investment returns on any account or investment portfolio.

New York’s 529 College Savings Program currently includes two separate 529 plans. The Advisor-Guided Plan is sold exclusively through financial advisory firms who have entered into Advisor-Guided Plan selling agreements with JPMorgan Distribution Services, Inc. You may also participate in the Direct Plan, which is sold directly by the Program and offers lower fees. However, the investment options available under the Advisor-Guided Plan are not available under the Direct Plan. The fees and expenses of the Advisor-Guided Plan include compensation to the financial advisory firm. Be sure to understand the options available before making an investment decision.

The Program Administrators, the Program Manager and JPMorgan Distribution Services, Inc., and their respective affiliates do not provide legal or tax advice. This information is provided for general educational purposes only. This is not to be considered legal or tax advice. Investors should consult with their legal or tax advisors for personalized assistance, including information regarding any specific state law requirements.

Ugift is a registered service mark of Ascensus Broker Dealer Services, LLC.

If you need additional support in viewing the information on our website, please call our Investor Service Center at 1-800-774-2108 for assistance.

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