Upromise is a free service that can help you earn college savings on everyday activities–shopping online, dining out, buying gas, booking travel and more.
For example, you can earn:
Plus, you can save up to 3X more when you invite your family and friends to help.
Best of all, when you join Upromise you can link your Upromise account to your 529 Plan account so your earnings can be automatically transferred on a periodic basis.* You'll be surprised how fast the extra money from your Upromise account can add up.
Already a Upromise member? » Link your 529
* Upromise is an optional service offered by Upromise, Inc., is separate from the CollegeChoice 529 Direct Savings Plan (the "Plan") and is not affiliated with the State of Indiana. Specific terms and conditions apply. Participating companies, contribution levels, terms and conditions subject to change without notice. Transfers from Upromise to a Plan account subject to a $25 minimum.
If you are not an Indiana taxpayer, consider before investing in the Plan whether your or the beneficiary's home state offers any state tax or other benefits that are only available for investments in such state's qualified tuition program.
The Plan is administered by the Indiana Education Savings Authority. Upromise Investments, Inc. (UII) serves as the program manager, distributor and underwriter for, and effects transactions in, the Plan, and Upromise Investment Advisors, LLC (UIA) provides investment advisory and recordkeeping services for the Plan. UII, UIA and Upromise, Inc. are affiliates. Dodge & Cox, Frontegra Asset Management, Inc., The Vanguard Group, Inc. and Western Asset serve as investment managers for the underlying mutual funds in the Plan. The Plan's portfolios, although they invest in mutual funds, are not mutual funds. Units of the portfolios are municipal securities and the value of units will vary with market conditions. Investment returns are not guaranteed, and you could lose money by investing in the Plan.
For more information about the Plan, call 1.866.485.9415 or visit www.collegechoicedirect.com to obtain a Disclosure Statement which includes investment objectives, risks, charges, expenses, and other important information. Read and consider it carefully before investing.
The CollegeChoice 529 Direct Savings Plan and the CollegeChoice 529 logo are trademarks of the Indiana Education Savings Authority. All rights reserved.
The over 3x more savings figure is based on Upromise internal reporting data through December 2008 showing that members who have family and friends linked to their account have accumulated over three times more in average monthly Upromise savings than members who have not.
