READYSAVE 529 vs SubbiWise

Manage your education savings plan account anywhere, anytime with the READYSAVE 529 mobile app. The app makes it easier than ever to: • Securely access your 529 plan account • Check your account balance, transaction history, and investment allocations • Add money to your balance as a one-time or recurring contribution • See how your savings stack up to others in your plan • Easily invite friends and family to help give your savings a boost • NEW (starting July 2025)– Take money out of your 529 account to pay for education expenses by sending payment directly to a school or university, or to a selected bank Participants in the following 529 programs can use the READYSAVE 529 mobile app to access their account: • Alaska 529* • Achieve Montana + • Arkansas Brighter Future 529 Plan* + • Bright Start 529 College Savings Plan (Illinois)* + • CollegeBound Saver (Rhode Island) + • Indiana529 Direct Savings Plan + • CollegeInvest (Colorado)* + • ISave 529 (Iowa)* + • College SAVE (North Dakota) + • DC College Savings Plan* + • The Education Plan (New Mexico)* + • Edvest College Savings Plan (Wisconsin)* + • HI529 – Hawaii’s College Savings Program* + • IDeal – Idaho College Savings Program* + • KY Saves 529* + • Learning Quest 529 Education Savings Program (Kansas)* • Maryland 529* + • Michigan Education Savings Program* + • Minnesota College Savings Plan* + • MOST – Missouri’s 529 Education Plan* + • NJBEST – (New Jersey) + • NY’s 529 College Savings Program + • Ohio’s 529 College Advantage* + • Oklahoma 529 College Savings Plan* + • PA 529 Investment Plan* + • Path2College 529 Plan (Georgia)* + • ScholarShare 529 (California) + • SMART529 (West Virginia) + • SMART529 Select (West Virginia) + • Future Path 529 Plan (Nevada)* + • T. Rowe Price College Savings Plan* + • TNStars* + * Denotes that users can enroll in the plan directly from the app + Denotes that users can withdraw money from their account to pay for education expenses

Navigating your financial life doesn't have to feel overwhelming — or require a finance degree to figure out. SubbiWise is your personal guide to understanding your finances, learning at your own pace, and building a plan that actually fits your life. Whether you're just starting out or trying to get a better handle on where you stand, SubbiWise meets you right where you are. You shouldn't need to book an appointment or pay hundreds of dollars just to understand your own finances. SubbiWise puts the tools, knowledge, and planning guidance directly in your hands — so you can build a real financial plan for your life, on your own, whenever you're ready. --- SEE YOUR FULL FINANCIAL PICTURE Ever wonder where you really stand financially? SubbiWise helps you make sense of your money — income, expenses, goals, and everything in between — so you can stop guessing and start planning. Walk through your finances step by step and get a clear, honest view of where you are today and where you want to go. No spreadsheets. No confusing formulas. Just clarity. --- PLAN FOR THE MOMENTS THAT MATTER WITH LIFELAB (Requires Premium Subscription) Buying a home. Starting a family. Changing careers. Retiring comfortably. Life is full of big moments — and each one comes with financial decisions. SubbiWise helps you think through and prepare for the life events on your horizon so that when those moments arrive, you're ready for them. --- SHARPEN YOUR SKILLS IN THE LEARNHUB (Requires Premium Subscription) The SubbiWise LearnHub is your go-to library for building real financial knowledge on the topics that actually affect your wallet. From understanding credit scores and budgeting basics to navigating taxes and retirement accounts, LearnHub breaks it all down in plain, everyday language. Learn what you need, when you need it, at your own pace. --- MAKE SENSE OF FINANCIAL NEWS WITH INSIGHTS — WITHOUT THE NOISE (Requires Premium Subscription) Interest rates going up? Markets swinging? New tax rules in the headlines? SubbiWise puts trending financial news in context — helping you understand what's happening, why it matters, and how it could affect your money. Stay informed without feeling lost. --- SubbiWise is for anyone who wants to feel more confident about their money — not just the finance-savvy few. Self-guided, judgment-free, and a plan built by you for your life. Download SubbiWise today and take the first step toward a clearer, more confident financial future. ____ SUBBIWISE PREMIUM Unlock the full Subbiwise experience with a Premium subscription: Full access to Insights Full access to LifeLab Simulations Full access to LifeLab Illustrations Full access to LearnHub Save your Plan and Progress Subbiwise Premium is an auto-renewing subscription. Payment will be charged to your Apple ID account at confirmation of purchase. The subscription automatically renews unless it is canceled at least 24 hours before the end of the current period. Your account will be charged for renewal within 24 hours prior to the end of the current period. You can manage and cancel your subscriptions by going to your App Store account settings after purchase. --- IMPORTANT DISCLAIMER: SubbiWise is an educational and self-guided financial planning tool intended for general informational purposes only. It does not provide financial, investment, tax, or legal advice of any kind. Content, tools, and planning scenarios within the app are illustrative and not guarantees of future outcomes. Always consult a licensed financial advisor, CPA, tax professional, or attorney before making financial decisions. By using SubbiWise, you agree that the app and its affiliates are not liable for decisions made based on information provided within the application. See our full Terms of Service and Privacy Policy for details. Terms of Use: https://subbiwise.com/terms Privacy Policy: https://subbiwise.com/privacy