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

For details on aggregating or tracking my529 data with portfolio management software, please contact the my529 Professional Services Team. You may also contact the vendor or software provider directly.

Other Portfolio Management Solutions:

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The my529 Professional Services Team stands ready to help you.

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