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There are just six easy steps to enrolling in an Enable Savings Plan account. Let's get started!
1.
Read the Program Disclosure Statement carefully as it contains important information about Investments, risks, fees and requirements.
2.
Think about what qualified expenses you might want to save for and how long you want to save. Work with others to help you identify the qualified expenses that may not be paid for through public benefit programs.
3.
Decide on a budget to help you make regular contributions and talk to friends and family to see how they might help you save.
4.
Choose the best Investment Option for you.
5.
Gather important information about you, and, if applicable, an individual that may be managing your account on your behalf:
- Address
- Birth Date
- Social Security or taxpayer identification numbers
- Your bank account number (to pre-schedule contributions from your checking or savings account)
6.
Complete your enrollment online or download an enrollment form and mail to the address on the form. Please note that if you are opening an account as a legal representative of the account owner, you cannot open the account online. You must download, complete and mail the form to the address on the form.
Congratulations! You have taken a great step towards your financial future.
