Monitor your clients’ my529 accounts with timely, accurate data for your preferred portfolio management software.

my529 partners with some of the leading portfolio management software providers. For details on aggregating or tracking my529 data with portfolio management software, please contact the my529 Professional Services Team.

The my529 Professional Services Team stands ready to help you.

Phone: 888.529.1886 | Fax: 888.529.9197 | advisorinfo@my529.org