You may open a NextGen Client Direct Series account in one of two ways.
- Enroll online! You will be leaving FAME's NextGen Web site and going to the online application for the Section 529 NextGen Plan at Merrill Edge;* or
Request a paper application by calling FAME at 800.228.3734 or download an application, complete, sign and send it NextGen c/o FAME, PO Box 949, Augusta, ME 04332
You may open a NextGen Client Select Series account through a Merrill Lynch financial advisor or through a Maine Distribution Agent. Find a financial professional...
The NextGen College Investing Plan offers a variety of investment options in two separate series – the Client Select Series and the Client Direct Series. Each series offers different investment options, each with its own sales charges, fees and expense structure. Expenses associated with the Client Direct Series will generally be lower than those associated with the Client Select Series. Currently, some of the same investment options are available in each series.
*Merrill Edge is the marketing name for two businesses: Merrill Edge Advisory Center, which offers team-based advice and guidance brokerage services; and a self-directed online investing platform. Both are made available through Merrill Lynch, Pierce, Fenner & Smith Incorporated.