Interested in opening an Ivy InvestEd 529 Plan account?
Investing is about making wise decisions. It begins with selecting a qualified financial advisor who will partner with you to identify investments targeted to your needs. The Ivy InvestEd 529 Plan offers a range of investment options designed to meet differing time horizons and risk tolerances. Talk to your advisor today about setting up an Ivy InvestEd 529 Plan account and start investing now for higher education expenses later.
Already an Ivy InvestEd 529 Plan account holder or need additional information?
If you have questions, comments or concerns about your Ivy InvestEd 529 Plan account, please contact our
client services department.
Toll-free Phone & Fax
Automated account access and 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.
InvestEd Client Services
Post Office Box 29217
Shawnee Mission, KS 66201-9217
InvestEd Client Services
6300 Lamar Avenue
Overland Park, KS 66202-4247
E-mail your comments or questions
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 advisor. Please read the prospectus carefully before investing.
Non-residents or tax-payers of states other than Arizona should consider participating in the 529 plan(s) available in their state of residence as such plan(s) may offer more favorable state income tax or other benefits than those offered under the Ivy InvestEd 529 Plan. Please consult your tax advisor regarding your personal tax situation.
The Ivy InvestEd 529 Plan and shares of InvestEd Portfolios are offered by Waddell & Reed, Inc. as part of the Arizona Family College Savings Program Trust Fund, a 529 plan administered by the Arizona Commission for Postsecondary Education (the “Program”). Waddell & Reed, Inc. is one of multiple financial Institutions eligible to offer Investments under the Program. Accounts a not insured by the State of Arizona, the Trust, the Arizona Commission for Postsecondary Education, or any other governmental entity, Waddell & Reed, Inc., Ivy Distributors, Inc., or any affiliated or related party, and neither the principal deposited nor the Investment return is guaranteed by any of the referenced parties.
Past performance is not a guarantee of future results. Investments into a 529 plan, including the Ivy InvestEd 529 Plan, are not guaranteed, and all investments involve a certain degree of risk. The value of your Ivy InvestEd 529 Plan account will depend upon the performance of the portfolios in which your account is invested and will fluctuate. It is possible that the value of your account may be less than the amount you invested.
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. Neither Waddell & Reed, Inc. nor Ivy Distributors, Inc., nor their associates offer tax, legal, or accounting advice. You may want to consult with your accountant or tax advisor 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.