Introducing your clients to a 529 plan for their children can help you engage the next generation and retain them as clients going forward.
my529, Utah’s 529 educational savings plan, earned a Morningstar Analyst Rating™ of Gold for 529 plans in 2018.
We have listened to your feedback and will include enhancements to the Advisor Access platform.
Updated features on the LPOA platform affect beneficiary changes, e-signatures, and withdrawals.
Withdrawing funds from a my529 account for your client is easy.
You can now get data feeds to your clients’ my529 accounts using Addepar.
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