Creating a Raise Education account is quick and easy. Follow these steps to get started:
Visit www.raisefinancial.com and log in to your Raise account.
From the dashboard, click "Create an account" and select "Education Account (529)"
Begin filling out details about the beneficiary, account owner, successor, and click "Create Account"
Once your account is set up, you can invite friends and family to contribute and grow the fund together. If you have any questions or need assistance, tap the pink chat icon in the bottom-right corner of any screen.
What is Raise Financial's Role and What is My529's Role?
My529 is the plan provider that manages the funds. It is administered by the Utah State Treasury Department, but you can use it no matter where you live and what school you attend. Our partnership with them streamlines the process and ensures that, in the unlikely event Raise ceases to operate, your funds remain safe and secure forever.
Raise Financial serves as your advisor, making it easier to set up and manage accounts, track progress, and invite others to help you save.