my529 links to RightCapital for data integration
Firms and advisors using RightCapital now have another tool to help them manage their clients’ my529 accounts. RightCapital is now compatible with my529 for data integration.
If you use other data integration companies in your business, please reach out to the my529 Professional Services Team, and we will consider establishing a data integration with them. Our contact info is located below, and you can schedule a meeting with us on calendly.com: calendly.com/advisorinfo.