Daily prices for Connecticut Higher Education Trust (CHET) Investments. If you know your Username and password, we will not ask for personal information, such as social security number when you log in. Do not enter personal. The federal tax reform bill, which was signed into law on December 22, , .
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Return to your saved application. Set up online access for an existing account. For many people, an Age-Based Investment Option can be that choice. Because it automatically shifts from aggressive-to-conservative investments as your child ages, you maximize the opportunities of your investment horizon without needing to manually rebalance your portfolio each year.
Once you invest in a particular investment option, you can transfer contributions and any earnings to another investment option up to twice per calendar year or upon a transfer of funds to a CHET account for a different beneficiary. Depending on this age, contributions to these Investment Options will be placed in various age bands, each of which has a different investment objective and investment strategy.
As discussed in more detail below, the age bands for younger Beneficiaries seek a favorable long-term return by primarily investing in mutual funds that primarily invest in equity and real estate securities, which may have greater potential for returns than debt securities, but which also have greater risk than debt securities.
As a Beneficiary nears college age, the age bands invest less in mutual funds that invest in equity and real estate securities and more in mutual funds that invest in debt securities and in other investments that seek to preserve principal. Please keep in mind that if you invest in the Conservative Managed Allocation Option, you will own interests in the Conservative Managed Allocation Option; you will not own shares in any of the following mutual funds.
Please keep in mind that if you invest in the Moderate Managed Allocation Option, you will own interests in the Moderate Managed Allocation Option; you will not own shares in any of the following mutual funds. Please keep in mind that if you invest in the Aggressive Managed Allocation Option, you will own interests in the Aggressive Managed Allocation Option; you will not own shares in any of the following mutual funds.
Return to your saved application. Set up online access for an existing account. We'll walk you through the steps. Start by making a selection below. Once you do, and you have your new account number, you can come back to enroll in Baby Scholars. Click here to open an account online. Via paper application — you can download and read the Disclosure Book and print an application , request an Enrollment Kit be mailed to you, or call a CHET representative at If you open your account via paper application, simply check the box for Baby Scholars on the form and you are done no need to enroll online.
Complete the form below to enroll in Baby Scholars. You'll need your CHET account number which can be found when logged in to your account or on your quarterly account statement. TFI , program manager. Consider the investment objectives, risks, charges and expenses before investing in CHET.
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Return to your saved application. Getting Started is Easy Contributions are placed into the portfolio corresponding to the beneficiary's age and later reassigned to more conservative portfolios as the beneficiary approaches college age.
Changing the Investment Strategy for Future Contributions. You'll need your CHET
Connecticut higher education trust number which can be found when logged in to your account or on your quarterly account statement. Select the contribution amount per pay period and when to start deductions. Neither the Plan nor TFI Connecticut higher education trust its affiliates are responsible for the content of those other Web sites.
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