my529’s new financial advisor web portal is up and running. Check out new features that make it easier to manage my529 accounts.
my529 now offers capability to view four new reports with information about your clients’ accounts and your firm’s user settings.
my529 has a timesaving solution to help you complete all the necessary forms to open my529 accounts and simplify transfer of these accounts.
my529 Advisor Access will be unavailable for a few hours beginning at 2 p.m. MT on July 11.
You’ve helped your clients save money for years, their children have graduated from college, and now they have unused funds in 529 accounts. What are their options?
The my529 Professional Services Team will be exhibiting at the following events.
Check out my529’s quarterly newsletter.
Follow @my529Plan on twitter