How do I select or change my investment choices?
When you create an Oregon College Savings Plan account, you’ll be prompted to select the portfolio options you wish to contribute to. Review your investment options here to get a better sense of what’s available.
If you’d like to change your account’s investment choices, you can do this two ways, but remember, in some cases, you can only do this twice every calendar year.
- You can sell your portfolio and use that money to invest in a totally new one. Note: this would be considered an investment change and can only be done twice a year. If you’d like to go this route, you can easily change things by signing into your account and clicking on the “Investments” link, or you can change things offline by downloading our Change Investment Form (PDF).
- Alternatively, you can keep your previous portfolio(s) and just choose to put future contributions in a new portfolio type. This allows you to make adjustments to your portfolio over time without ever selling any of them outright. This option would not count against the limit on making two investment changes per year. You can contribute to a different portfolio online by signing into your account and clicking on the “Transfers” link, or you can contribute to new portfolios offline by using our Contribution Form (PDF).