Simple steps to launch your clients’ college saving strategy

my529 has created a digital blueprint to help financial advisors build and manage their clients’ college savings accounts.

Step One

Register your firm with my529

Register your firm by submitting an Entity Limited Power of Attorney Registration form (Form 700)

Click on the calendar icon below to set up an appointment with our Professional Services Team to answer your questions or guide you through the onboarding process.

Step Two

Onboard your clients

my529 allows you to open accounts online for multiple clients at the same time. We notify your clients by email. When they approve the terms and conditions, we alert you.

There is a manual process, too. Your clients can submit an individual Account Agreement form (Form 100) to my529 by hand, fax, mail, or email.

Step 3

LPOA authorization

As part of the process to open my529 accounts online, you can start the application process for limited power of attorney authority (LPOA). Clients will be notified in the same email. They can approve your LPOA at the same time they accept the terms and conditions of their new accounts.

Clients can also grant LPOA authorization by submitting an Entity Limited Power of Attorney form (Form 710) to my529.