IVY INVESTED Enrollment/Client Services

The Ivy InvestEd℠ 529 Plan is a tax-advantaged 529 education savings plan designed to help prepare for future education goals.

Enrollment

An Ivy InvestEd 529 Plan can be opened with as little as $250 per fund and subsequent investments do not have a minimum. Financial advisors can help clients set up an account with only $150 per fund and subsequently, a minimum of $50 per month, if an automatic monthly investment or Automatic Investment Service (AIS) is established. Additionally, if an account is established through payroll deduction or salary deferrals, there are no account minimums. Reminder: Periodic investment programs like AIS cannot guarantee a profit or protect against investment loss in a declining market.

Client services

The Ivy InvestEd 529 Plan offers a range of investment options designed to meet differing time horizons and risk tolerances. If an account owner is interested in making a gift contribution to an existing Ivy InvestEd 529 Plan account, he/she can complete the Ivy InvestEd 529 Plan Gift Contribution Form.

Contact information

1.888.923.3355

Automated account access and portfolio/fund information are available 24 hours a day. Client service representatives are available 7:30 a.m. to 7 p.m. CST, Monday through Friday.

Mailing Address
Ivy Investments
PO Box 219722
Kansas City, MO 64121-9722

E-mail your comments or questions


Risk factors: Past performance is not a guarantee of future results. An investment in the Ivy InvestEd 529 Plan is subject to risk. Your investment return and principal value will fluctuate, and your investment, when redeemed, may be worth more or less than your original cost.

The Ivy InvestEd 529 Plan is offered by Ivy Distributors, Inc. as part of AZ529, Arizona’s Education Savings Plan. Ivy Distributors, Inc. is one of multiple financial institutions eligible to offer investments under AZ529.

Before investing, investors should carefully consider the investment objectives, risks, charges and expenses of the Ivy InvestEd 529 Plan. This and other information is found in the InvestEd Portfolios prospectus, and the Ivy Funds prospectus, the Ivy InvestEd 529 Plan Program Overview, and the InvestEd 529 Plan Account Application. All of these items are available from these links or from a financial professional. Please read the prospectus carefully before investing.

Before investing, non-residents or taxpayers of states other than Arizona should consider whether the investor's or designated beneficiary's home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors than those offered under the Ivy InvestEdSM 529 Plan. Please consult your tax professional regarding your personal tax situation.

Accounts are not insured by the State of Arizona, AZ529, Arizona’s Education Savings Plan, the Arizona State Treasurer’s Office or any other governmental entity, Ivy Distributors, Inc., or any affiliated or related party, and neither the principal deposited nor any investment return is guaranteed by any of the above referenced parties. The Arizona State Treasurer’s Office is the Administrator of AZ529, Arizona’s Education Savings Plan.

The information provided may include references to concepts that have legal, accounting and tax implications. It is not to be construed as legal, accounting or tax advice, and is provided as general information to assist in the understanding the issues discussed. Ivy Distributors, Inc., nor their associates offer tax, legal, or accounting advice. You may want to consult with your accountant or tax professional to discuss your personal situation. Investment decisions should always be made based on an investor's specific financial needs, objectives, goals, time horizon and risk tolerance.