Getting Started
Setting up an account with CollegeCounts Advisor is easy—three simple steps and you’re on your way to saving.
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Talk to your investment professional.
Your investment professional can review and assess your situation, your current savings, and your education savings goals to determine the right savings vehicle, investment and strategy for your situation.
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Project your college savings needs.
Use our College Savings Planner to help estimate how much you might need.
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Complete the enrollment form with your financial advisor.
Your financial advisor is a resource throughout the process.
Find a Financial Advisor
CollegeCounts Advisor is an advisor-sold program. As an investor, you can work with your financial advisor, registered investment advisor, or other financial professional. Your advisor can offer professional expertise and insight to help you determine how much to save, where to save, and how to evaluate, manage, and monitor your investments.