Schedule an advisor portal demo

Has your firm recently signed on with my529? Do you have a long-standing relationship with us but you recently brought a few new advisors or staff on board?

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

The Financial Advisor Portal can be integral to working with your clients as many advisors may be working from home. Your teams can receive training, learn about new my529 features and functionality, discuss special projects/requests, and we can provide feedback and address any concerns you have.

Request an appointment with my529’s Professional Services Team via the link below, if you have questions or would like a web portal demonstration. You also may call us at 888.529.1886, or email advisorinfo@my529.org.

Schedule time to meet with my529’s Professional Services team:

https://calendly.com/advisorinfo