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How can I roll over the funds in my Embark account into another 529 college savings plan?

We'd be sorry to see you go! You can choose to roll over part or all of the funds in your Embark account into another 529 plan by filling out a rollover form from your new 529 College Savings Plan. Keep in mind that if you roll over your entire account balance, your Embark account will remain open until you decide to close it.

You can make one rollover in a 12-month period without being taxed. And note, there is a $25 rollover fee.

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Account Services
Rollover
Related FAQs
How do I adjust my investment portfolio?

There are two ways to change your account's investment choices: selling your portfolio and reinvesting in a new one, or redirecting contributions into a new portfolio type.

How often can I make changes to my investment allocations?

You can only sell off a portfolio to buy a new option twice per calendar year. However, you can start contributing to a new, additional portfolio, as many times as you'd like.

Can I re-balance the asset allocation in my Embark account?

No, you cannot rebalance the asset allocation in your individual portfolio(s), but you can tweak your overall investment options up to twice a year.

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