Fidelity 529 College Savings Plan Payment Options
Authorized Users and students can now login to the payment portal to make an electronic payment and or enroll in a payment plan with their Fidelity 529 College Savings Plan account. Please login to view the fee bill, make an electronic payment, enroll in a payment plan, download an invoice and or grant access to student financial information.
Please note: To avoid receiving up to $300 in Late Fees and Bursar Holds, payments MUST be received and or enrolled in a payment plan by the fee bill due date. No exceptions.
Payment Portal Login Instructions
Granting Access to Payment Portal & Student Financial Information Instructions
Payment issues related to your CHET Fidelity payment please contact 1-888-799-CHET.
Other Fidelity Accounts: Customer Service | Contact us and virtual assistant | Fidelity
IMPORTANT:
Before making a Fidelity payment through Flywire, please first check your 529 account balance as there is a limit of 95% of your account value requirement from Fidelity. If this requirement is not met, the payment will be returned.
Example: The owners 529 plan has a balance of $7518.83. A $7500 Fidelity payment was submitted through Flywire. The $7500 payment was returned due to insufficient funds. 95% of $7518.83 is $7142.88. Therefore, the $7500 payment was returned due to exceeding 95% of the account balance at the time the payment was made.
For more information regarding the 95% rule and how the NYSE (New York Stock Exchange) may affect your 529 balance on the day you make the payment, please contact Fidelity.
Electronic Payments
To make an electronic payment, please login to the payment portal (instructions above). Then select, “Make a Payment” and “Add New eCheck Bank Account”. Here you will enter your Fidelity 529 routing and account number associated with your 529 College Savings plan.
For additional assistance with the routing and account number, please contact the provider or login to your account to receive information. Please see screenshots below for logging in to account to receive information.
Additional Information:
Fidelity Tip: “When using direct debit, first confirm the amount due to the school. You’ll want to be sure your account has sufficient funds for a successful payment. Your 529 account balance available for direct debit will be limited to 95% of your account value as of the close of the NYSE on the prior business day of receipt of your direct debit distribution request”.
Payment Plans
Fidelity 529 College Savings Plans can now be attached to payment plans by adding routing and account number under the ACH payment option. Please contact your plan provider for the Fidelity 529 routing and account number associated with your 529 account.
Students and Authorized Users may enroll in a 3, 4 or 5-month payment plan for Fall and Spring. Payment plans open when fee bills are released and close on the 10th day of the semester classes. To avoid receiving up to $300 in late fees, please enroll in a payment plan by the fee bill due date.
Instructions:
Login to the payment portal, click "Enroll in a Payment Plan".
Select payment plan.
Select “Add New eCheck Bank Account”.
Enter your Fidelity 529 routing and account number associated with your Fidelity 529 College Savings plan.
Mail Payments
Please mail 529 College Saving Plan checks to the address below and be sure to include Unit 4100. The students name and 7-digit student ID must be written on the check. If the unit number and student ID is missing, we will not receive this payment. To avoid receiving up to $300 in late fees and Bursar Holds, please mail payments 2-4 weeks before the fee bill due date.
University of Connecticut
233 Glenbrook Rd, Unit 4100
Storrs, Connecticut 06269-4100