I already have a 529 plan. Can I roll it over for FutureAdvisor to manage?

Yes, if you already have a 529 account set up we are happy to assist you in bringing it over to a managed account at Fidelity.

Bringing over a 529 is more like rolling over a 401(k) and less like a typical transfer. If you would like to roll over a 529 account let us know at vip@futureadvisor.com and we will send you all the documents needed to set it up.