You can get started with a Schwab 529 Plan in just a few steps:

1. Choose an investment portfolio.

Need assistance?

Call 866-663-5247 to speak with a Schwab Investment Professional or email us.

Open a Schwab 529 Plan

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2. Determine how you will fund your account.

3. Save regularly to reach your goal faster. You can make automatic contributions starting at $50 per month.

4. Open an account.

5. Manage your account ongoing.

Questions? Our Investment Professionals are available 24/7.
Call 866-663-5247 or email us.

Before investing, carefully consider the plan's investment objectives, risks, charges and expenses. This information and more about the plans can be found in the Schwab 529 Guide and Participation Agreement available from Charles Schwab & Co., Inc., and should be read carefully before investing. If you are not a Kansas taxpayer, consider before investing whether your or the beneficiary's home state offers a 529 plan that provides its taxpayers with state tax and other benefits not available through this plan. As with any investment, it is possible to lose money by investing in this plan.

The Schwab 529 College Savings Plan is available through Charles Schwab & Co., Inc., and is managed by American Century Investment Management, Inc. The Plan was created by the Kansas State Legislature under the provisions of Section 529 of the Internal Revenue Code and is administered by Kansas State Treasurer Dennis McKinney. Notice: Accounts established under the Schwab 529 Plan and their earnings are neither insured nor guaranteed by the State of Kansas, the Kansas State Treasurer, American Century Investments or Charles Schwab & Co., Inc. Accounts established under the Schwab 529 Plan are domiciled at American Century Investments and not Schwab.

American Century Investments® receives remuneration from fund companies, including PIMCO Funds, American Beacon Funds, Metropolitan West Asset Management, and Baron Funds® for recordkeeping, shareholder services and other administrative services associated with funds held in the Schwab 529 Plan portfolios.

American Century Investment Services, Inc., Distributor and Underwriter.

(0807-6718)