Author: Erik Hoiekvam, Director of Savings Plans Operations
Are you thinking about opening an Enable Savings Plan account? Opening an account is easy and you can do it in less than 10 minutes. The online enrollment process has tips, tracks your progress and allows you to save your work and come back at a later time. There are three steps to open an account.
To help you get started and comfortable with the enrollment process, check out our How-to Open an Account video, a great resource built just for you.
Collect information you need to open your account:
- Have the account owner's residential street address, birth date, and social security number or tax identification number available.
- Select your investment options – read the investment section of our website, and talk to others to help you choose.
- Decide how you will fund the initial contribution – check or electronic payment from your bank account. If you want to send money electronically from your or someone else's bank account you will also need to know the bank's routing number and the account number.
- Read the Program Disclosure Statement for more detailed information about Enable.
Open an Account
You should now be ready to open an account. Click the Enroll link at the top of the homepage. If you have any questions you can always review the video again.
Remember, if the individual with disabilities has a conservator or guardian who is required to open an Enable account, the video will be agreat asset to understanding the process. However, the account can only be opened by downloading and completing an Enrollment Form and documentation for the conservator or guardianship and mailing them to the Plan.
If you have any questions, or would prefer to speak to someone over the phone please contact us. Our customer service representatives are available Monday-Friday, from 8:00 a.m. to 8:00 p.m., CT at 1‑844‑ENABLE4.