my529 to debut a new financial advisor web portal
Financial advisors, you’re going to like what my529 has in store for you in the first half of 2019.
We have listened to your feedback and will include enhancements to the Advisor Access platform. Features will include an updated look and feel, ease of access, and upgraded bulk processing functionality. Bottom line—it’s going to make managing your clients’ my529 accounts even easier.
Keep an eye on your inbox for details.