Enhancements for your clients’ account owner portal
An enhanced account management experience is now available to your clients at my529.org.
Here’s what your clients can expect when they log in to their account at login.my529.org/:
- An updated account portal featuring a clean, modern interface.
- User-friendly, intuitive design that offers easier account management.
- A dashboard view and detailed account pages.
- See all accounts at once or explore individual accounts.
- Account actions—withdrawals, contributions, transfers, option changes—are easily accessible.
Preview the changes in the my529 account owner newsletter that was sent to your clients. You may also direct your clients to this link so that they are aware of the updates.
Remember, the URL for your my529 advisor portal is fa.my529.org/login.