SECURE Act expands uses of 529 funds

my529 accounts just became more versatile for your clients, thanks to new federal legislation.

Help prepare your clients for my529 withdrawals

Before we know it, fall semester will be here and your clients will be getting ready to send their children (and tuition checks) off to school.

Protect vital client and advisor information

To help protect advisors and clients, my529 requires registration for firms, advisors and each individual user on the advisor platform.

Enhanced two-factor authentication security for your my529 clients

Providing the highest levels of security for our account owners is a priority at my529. That’s why my529 rolled out enhanced online security known as two-factor authentication in April.

Manage your clients’ accounts through your online portal

The new and improved Financial Advisor Portal celebrates one year of providing you a digital blueprint to help you build and manage your clients’ college savings accounts.

Schedule an advisor portal demo

my529 invites you to become acquainted with our online Financial Advisor Portal. You can learn more by scheduling a 20-minute demonstration.

Read our latest newsletter

Check out my529’s quarterly newsletter.

 

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