Re-Engage with my529! Get a $20 match
Making it easy
my529 is offering a promotion for your clients who open and fund new accounts between February 27, 2020, and March 27, 2020. Weâ€™ll help your clientâ€™s get started on their investment by matching the first $20 funded.
It’s a bonus for your clients and boost for your firm!
How to do it:
1. Open a my529 account and fund it with a minimum of $20 between February 27, 2020, and March 27, 2020.
2. Enter promotional code ADVISOR20.
3. Receive a $20 match to the account.
To qualify, the new my529 account must be for an account owner and a beneficiary who are both new to my529. Current account owners and beneficiaries are ineligible.
*Promotional offer does not apply to UGMA/UTMA accounts.
*Only valid between February 27, 2020, to March 27, 2020, or while promotional funds are available.
Advisors can set up new client accounts
- Use the new simplified onboarding process in your Advisor Access to open one or multiple accounts for clients and initiate LPOA authorization.
- Do you have a DocuSign account? Submit Forms 100 and 710 via DocuSign. my529 will only accept DocuSign forms with a certificate of completion showing successful ID verification using LexisNexis knowledge-based authentication.
Let Us Help
- Save time on paperwork. Submit information on a template and weâ€™ll fill out the necessary forms for you.
Schedule time to meet with my529â€™s Professional Services team via Calendly.
Please read the my529 Program Description for more information.