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Customer Service

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? Question mark icon

Access Your Account Online

You can request distributions, make investment changes and contribute online. Visit the My Account page to get started.

 

 

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