There are many ways to invest for education goals, thus a great deal of choices to consider. The Ivy InvestEd℠ 529 Plan, a tax-advantaged education savings plan, is designed to help make preparing for the future convenient.

Ivy INVESTED 529 Plan Highlights

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 education expenses later.

Interested in making a gift contribution to an existing Ivy InvestEd 529 Plan account?
Complete the Ivy InvestEd 529 Plan Gift Contribution Form.

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
Phone: 1.800.777.6472
Fax: 1.800.532.2749
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.

Mail

Mailing Address
InvestEd Client Services
Post Office Box 29217
Shawnee Mission, KS 66201-9217

Overnight
InvestEd Client Services
6300 Lamar Avenue
Overland Park, KS 66202-4247

Email
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.

Before investing, non-residents or tax-payers 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 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.