CollegeInvest Direct Portfolio College Savings Plan 529 Plan

Security

Security and privacy are critically important issues for CollegeInvest Direct Portfolio College Savings Plan. We are proud of the steps we have taken to protect your data and personal identity. We protect your data by:

Monitoring for intrusion attempts 24 hours a day, 7 days a week.

Using SSL, data, and password encryption technology.

Maintaining firewalls and monitoring systems.

Conducting security audits and inspections by leading security firms.

How does CollegeInvest Direct Portfolio College Savings Plan protect my security?
The security of your personal information, transactions, and savings is a priority at CollegeInvest Direct Portfolio College Savings Plan. Using the Secure Sockets Layer (SSL) protocol, we automatically encrypt your sensitive information in transit from your computer to ours. Once your information reaches us, it resides on servers that are configured for maximum security and are continuously monitored for unauthorized changes. Our security architecture and security procedures are audited and inspected by industry leaders specializing in security processes and technologies.

How can I help protect my security?

Use caution when choosing your user name and password
Choose a password that will be difficult for others to guess. Do not use obvious or easily accessed data such as your name, initials, Social Security number, mother's maiden name, phone number, address, family birthdays, family names, pet names, or any combination of these. Be sure to choose a unique and secure password to help ensure your protection.

CollegeInvest Direct Portfolio College Savings Plan will never contact you to solicit your user name or password. Never provide them to anyone.

Close your browser when finished
After you have finished your session with CollegeInvest Direct Portfolio College Savings Plan, log out and close your browser to erase information that may have been temporarily stored on your computer during your session. Logging off and closing your browser will clear this temporary storage area from your computer.

For more information about the CollegeInvest Direct Portfolio College Savings Plan, click here to obtain a Plan Disclosure Statement and Participation Agreement, which include investment objectives, risks, charges, expenses, and other information; read and consider them carefully before investing. Vanguard Marketing Corporation, Distributor and Underwriter.

Please Note: Before investing in any 529 plan, you should consider whether your or the beneficiary's home state offers a 529 plan that provides its taxpayers with favorable state tax and other benefits that are only available through investment in the home state's 529 plan. You also should consult your financial, tax, or other adviser to learn more about how state-based benefits (or any limitations) would apply to your specific circumstances. You also may wish to contact directly your home state's 529 plan[s], or any other 529 plan, to learn more about those plans' features, benefits and limitations. Keep in mind that state-based benefits should be one of many appropriately weighted factors to be considered when making an investment decision.

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