An account may be opened with a minimum deposit of $250 and a monthly automatic investment plan deposit of at least $25, or with a $1,000 deposit.

We encourage all participants to join the Automatic Investment Plan (AIP)* as we believe that this may be an effective means of achieving an educational investment goal.

Upon opening a custodial or coverdell education savings account, the child will receive an age-based "Financial Kit." These kits include a variety of financial materials, including money/music cd, coin collectors album, educational activity book, money book for kids, wallet and the most recent quarterly newsletter. Also included is "Steady Eddy", the colorful bean-filled train engine, with the establishment of an AIP Custodial Account. To join the program, click here for an account application.

To help you get started today, click on this Tuition Rewards Link and immediately receive a bonus of $500 college Tuition Rewards (no investment is required for this bonus). As a shareholder enrolled in the Tuition Rewards Program, you will automatically earn 5% annually in additional college rewards based on your account balance. These rewards can be used by any family member that you list on your enrollment form. For further information, please call Monetta Shareholder Services at 1-800-MONETTA or e-mail us at info@monetta.com.

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Disclosures

*An Automatic Investment Plan does not assure, and does not protect against, a loss in declining markets. Such a plan involves continuous investment in securities regardless of fluctuating price levels and investors should consider their financial ability to continue purchases through periods of low price levels.

Tuition Rewards are remitted solely as a reduction from the college’s full tuition bill and are not awarded in cash. Tuition Rewards are not taxable and do not affect Federal financial aid eligibility. Tuition Rewards are administered by SAGE Scholars, a college savings plan founded by the former dean of admissions & financial aid at the Wharton Graduate School, University of Pennsylvania. Participating college's or universities may individually impose rules and regulations governing the use of these rewards. For further information about SAGE and a complete list of participating colleges, please visit www.tuitionrewards.com. By enrolling in the SAGE Scholars Program, you become a “sponsor”. A sponsor must identify designated students (“beneficiaries”) at least two years before beginning college; a sponsor can support multiple students from the same family. Children, grandchildren, stepchildren, nieces and nephews are eligible. A designated student may receive Tuition Rewards from multiple sponsors. Tuition Rewards are applied evenly over a four-year undergraduate education and accumulate semi-annually, equal to 2.5% of the sponsor’s account value on June 30 and December 31 of each year. Each student can apply “up to” a maximum of 25% per year of the participating college’s current annual tuition cost. Participating colleges reserve the right to send admissions information to designated students once they reach high school age. Colleges reserve the right to blend Tuition Rewards into a total financial aid package offered to admitted students, and participation in the Tuition Rewards Program is not a guarantee of admission.

For custodial accounts, MFSI has a "college savings program" where the Monetta Shareholders automatically receive an investment kit, a quarterly newsletter, various educational materials and in addition, if enrolled, will receive Tuition Rewards.

All cost for the College Savings Program including participation in the Tuition Rewards Program are paid by MFSI.

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