Open an Account

Open an account in minutes.

Opening a Bloomwell 529 Education Savings Plan is the first step to giving your student a brighter future – and it can be done in as little as 10 minutes.

Get Started about Open an account in minutes.

Setup is easy.

In five simple steps, you can enroll your student in a Bloomwell plan.

  1. Read the Bloomwell 529 Education Savings Plan Program Disclosure Statement.

  2. Choose the investment options that match your comfort level.

  3. Be prepared with the information you’ll need regarding the account owner and beneficiary:

    1. Street address and contact information
    2. Social Security or taxpayer I.D. number
    3. Birth date
    4. Bank routing and account numbers (to contribute at account opening and to schedule ongoing contributions from your bank account)

  4. You’re ready! Enroll online.

    Get Started

  5. Review your new account confirmation letter and contact us with questions.