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  1. CollegeBacker Help
  2. CollegeBacker Account

CollegeBacker Account

Setup, Management, Contributions

Account Setup

  • I do not have a child yet. Can I still use CollegeBacker to save for a future baby and to collect gifts?
  • How do I connect an existing 529 plan account?
  • I failed the account verification step for setting up my 529 plan account. What do I do next?
  • How do I rollover from my current 529 plan to CollegeBacker?
  • Who can set up an account?
  • Can I create a fund if I'm not the child's parent?
See all 8 articles

Account Management

  • How many times a year can I change my investment options?
  • Where can I find my account number?
  • What platforms can I use to sign onto and manage my CollegeBacker account?
  • Can I add someone else as a manager for my account?
  • How do I reset my password?
  • How can I change my personal information or my beneficiary's personal information?
See all 12 articles

Contributions

  • How can I make changes to, or pause, an annual or monthly recurring contribution?
  • What happens to my money, after my contribution is made?
  • How long does it take for my contribution to be invested?
  • How often can I contribute to a fund?
  • How many contributors can I have?
  • Are there any minimum contribution requirements?
See all 14 articles
CollegeBacker Help