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Participant Support

Topics Support Overview Advisory Services Available Accounts Available Investments Available Merchants Agreements and Documents Frequently Asked Questions Printable Forms Email Support Telephone Support Postal Mail Support Available Accounts As an Investor in this program, you have the following Account Types available to you. For more information on each available Account Type, simply select the name of the Account Type and a new window will appear containing additional information. Account Type Description Individual an investing account for yourself Joint an investing account for yourself and someone else Custodial an investment account for the benefit of a child Traditional or Rollover IRA an Individual Retirement Account Roth or Conversion IRA a Roth Individual Retirement Account Education Savings Account a trust for a child's education expenses

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