Learn how to make a one-time exchange or establish an automatic exchange plan.
You can make exchanges online by logging in to your account.
Once you’ve logged in, find the account for which you’d like to set up a one-time exchange and click the Exchange button.
Once you’ve logged in, find the account for which you’d like to set up an auto exchange and click the Automatic Plans button. Then select the Set Up link next to Auto Exchange.
You can make exchanges by calling Shareholder Services or our 24-hour automated phone service. Get phone numbers and service hours.
You can request an exchange by sending a letter of instruction that can be:
Your financial professional can make exchanges for you and set up automatic exchange plans.
For details on exchanging shares using any of these options, see Options for Managing Your Account.
Here are some things to know about exchanges:
It’s always a good idea to work with your financial professional when making decisions about your investments and account transactions. He or she can offer advice and ensure your decisions fit your long-term financial goals.
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Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.
Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing. Similar information is contained in the CollegeAmerica Program Description, which can be obtained from a financial professional and should be read carefully before investing. CollegeAmerica is distributed by American Funds Distributors, Inc. and sold through unaffiliated intermediaries.
Depending on your state of residence, there may be an in-state plan that provides state tax and other state benefits, such as financial aid, scholarship funds and protection from creditors, not available through CollegeAmerica. Before investing in any state's 529 plan, investors should consult a tax advisor. CollegeAmerica is a nationwide plan sponsored by Virginia529.
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