New functionality available in your online portal
my529 strives to provide tools to advisors and their clients to make it easier to manage my529 accounts.
Personal Rate of Return
By request of our financial advisor clients, we now have Personal Rate of Return (PRR) in our Financial Advisor Suite to help with data integration. You can find your clients’ PRR by clicking on the account details within your login, or if you would like to see a list of all linked clients’ PRRs in one place, use the report titled “LPOA Account Personalized Rates of Return.”
Recently, my529 expanded its data integration solutions to include the back office service provider Panoramix.
“my529 offers direct data integration solutions, so advisors can easily integrate clients’ my529 account information. my529 is happy to add Panoramix to its existing lineup of integrated portfolio management platforms,” said Rachel Adams, client relationship specialist.
If you would like more information on how to set up your data integration, please refer to the my529 LPOA Data Provider Selection Instructions.
If you have any questions on data integration, PRR or other account management tools, please reach out to our team at email@example.com.