Can I sign up for an education account if I'm already a Premium client?

We are thrilled to have a new education platform that you can save for your children’s future education through Coverdell, UTMA, or 529 accounts.

If you are interested in applying for a FutureAdvisor Managed Education goal, please go to your dashboard and click “+ Add Investment Goal.” Select “Education” and input all your children’s information. Once you have completed you will be asked to download a form,

Please fill out that form and upload it to us here.

Once we have the forms we will get your education accounts set up alongside your retirement accounts.