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Financial Planning / Tax Strategies


Subject:  Re: Gift to 529 plan Date:  10/6/2012  12:41 PM
Author:  TMFPMarti Number:  116746 of 129789

Fidelity requires checks to be made out to Fidelity when depositing money into the account. They don't seem to have an easy way for family members to make contributions to the plan (such as Connecticut's CHET plan).

Seizing on the word "seem" I'm going to suggest you work your way up the food chain at Fidelity. This is silliness beyond the norm I've come to expect from financial "service" providers. It may be that you've just not found the drone who knows how to do it.

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