Best Indiana 529 Direct Apps

H&R Block Tax Prep: File Taxes

E-file your 2025 Tax Return

Free

Easily prepare and file your federal and state tax returns from any device. Automatically populate up to 80 fields by uploading last year's return. Get expert help, track your refund, and maximize your refund with personalized insights.

Principal®

Retire on your terms.

Free

Manage your retirement savings and financial goals from your mobile device. Track account balances, adjust contributions, and access educational resources to improve your financial confidence. Tools are available to help you assess your progress towards retirement.

Wealthfront: Save and Invest

Saving, investing, stocks.

Free

This app offers a high-yield cash account, automated investing with expert-built portfolios, and commission-free stock trading. It provides a consolidated view of your finances to help you build wealth and plan for retirement.

ICICI Direct iLearn–Education

Learn about Investing Online

Free

This app simplifies complex financial concepts through articles, podcasts, videos, and modules. It offers expert-curated content for both novice and experienced investors to build confidence and make informed decisions about various investment products.

Acorns: Save & Invest Money

ETF, Stock Investing & Savings

Free

This app automates saving, investing, and spending to help you grow your financial wellness. It allows you to invest spare change, set recurring investments, and even invest in Bitcoin. You can also save for emergencies, retirement, and your children's futures.

NetBenefits

Fidelity workplace benefits

Free

Manage your Fidelity workplace benefits, including retirement savings, stock options, health insurance, and HSAs. Track account balances, investments, and expenses. Plan for your future with personalized tools and educational resources.

Oportun: Savings & Loans

Save money automatically

Free

This finance app helps you reach savings goals by automatically setting aside money based on your income and spending. It also allows existing loan members to easily manage their accounts and payments within the app.

Betterment Invest & Save Money

Investments & Cash Accounts

Free

Automated investing and savings app to build long-term wealth and reach financial goals. Offers expert-built portfolios, high-yield cash accounts, and tools for self-directed investing. Start with as little as $10.

Backer: Smart 529 Savings

Simple, fast, fun way to 529

Free

Easily open a 529 college savings plan for your child. Invite family and friends to contribute to your child's education fund and watch savings grow tax-free. Get a recommended plan in minutes.

Zogo: Learn and Earn

Learn How Finance Really Works

Free

This app makes learning about personal finance engaging and accessible. It breaks down complex financial topics into easy-to-understand modules, helping users improve their money management skills and financial literacy.

M1: Invest & Bank Smarter

Manage Money, Build Wealth

Free

This finance app simplifies wealth building by offering integrated earning, investing, and borrowing features. Manage cash with high yields, build custom investment portfolios with automated rebalancing, and access competitive margin rates, all within a secure platform.