Anonymous
Post 04/16/2013 14:30     Subject: virginia 529 question

I just changed my fund choices, see below for an email they sent me.

Please complete an Investment Direction Change form to change the portfolio on your inVEST account. The link provided below will download this form.

http://www.virginia529.com/forms/general/rollover_and_investment_direct_form.pdf

Please keep in mind the IRC 529 regulations allows a Participant one change per calendar year for inVEST, CollegeAmerica, and CollegeWealth unless there is a change of beneficiary. Changes for multiple accounts will need to be submitted and processed at the same time in order to comply with the once per calendar year rule. All transactions for a inVEST account processes in accordance with the Pending Settlement Period.
Anonymous
Post 04/16/2013 13:21     Subject: virginia 529 question

I think you can go online (log into your account at the Va529 website) and change your allocations. Also, view performance here: http://www.virginia529.com/invest/performance/index.php
Anonymous
Post 04/13/2013 20:46     Subject: Re:virginia 529 question

I haven't change the investment but I did call to have the $$ sent to DS's college. All I can suggest is that you give them a call. They are very nice and helpful.
Anonymous
Post 04/13/2013 20:43     Subject: virginia 529 question

I have the Virginia 529 plan, too, and there is no ticker symbol to follow. I check the plan balance in Mint.com but that's about it. I haven't tried to change the allocation so I can't help you on that one, sorry.
Anonymous
Post 04/13/2013 17:35     Subject: virginia 529 question

If I have an INVEST account set up, how do I change allocations? Not sure it matters but he is in the age directed fund for 4-6 year olds, and he's only 18 months... I think they're close enough but just wondering.

And if I want to track how it's doing, is there a ticker symbol that I can set up in quicken for the fund? I think the answer is no but maybe there is a way to find out what funds the overall fund is invested in? That's what I do with my age-directed 401k...