my529 launches new web portal for financial advisors

my529’s new financial advisor web portal is up and running. Check out new features that make it easier to manage my529 accounts.

New reports can give you more insight into client my529 accounts

my529 now offers capability to view four new reports with information about your clients’ accounts and your firm’s user settings.

Prefill process can save you time filling out my529 forms

my529 has a timesaving solution to help you complete all the necessary forms to open my529 accounts and simplify transfer of these accounts.

Advisor Access will be down for a short time on July 11

my529 Advisor Access will be unavailable for a few hours beginning at 2 p.m. MT on July 11.

Unused 529 funds? Here are your options

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?

Come meet our team and learn about my529

The my529 Professional Services Team will be exhibiting at the following events.

Read our April newsletter

Check out my529’s quarterly newsletter.

Follow @my529Plan on twitter