Visit our FAQ Page for answers to the most common NextGen 529 and 529 plan questions.
Who to Call
If you have a Direct Series account, contact Merrill Edge at 1-877-463-9843 with any additional questions.
If you have a Select Series account, your financial advisor can help with any additional questions.
If you are a Select Series account owner who receives account statements from Sumday, contact the NextGen 529 call center at 1-833-33-NG529 (1-833-336-4529).
If you are a Select Series owner who receives account statements from Merrill, contact your Merrill advisor.
Am I a Direct Series or Select Series Account Owner?
Access Your Account Online
You can request distributions, make investment changes and contribute online. Visit the My Account page to get started.