Visualize your client data

The Utah Educational Savings Plan has developed a visual summary of information about your clients’ UESP accounts. The summary illustrates assets under management, number of accounts, average account balance, and other important facts.

UESP will provide this summary to you each year in January. Or, if you prefer, we can furnish updated reports semi-annually in January and July. To protect the security of your clients, this summary doesn’t contain any sensitive client information.

 

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