New functions available within your advisor login

my529 has added two new functions in its online access platform—related to gifting and keeping records of account balance.

FA Gift Code:

The Gift Code function is available for accounts that are at LPOA Levels 2 or 3. This allows advisors to enable or disable the Gift Code in a client’s account on their behalf.

It can be accessed by clicking on View Details or Gifting in the menu on the accounts page.

When the advisor enables or disables the gift code, it will generate an email to the account owner.

LPOA Account Balance By Date Report:

my529 has also added an Account Balance by Date Report. It can be found on the Reports tab under the Clients heading.

Advisors can create a balance report for a specific date and then download the report.