http 529 quickview advisor login com Account Portal Instructions Help Guide

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http 529 quickview advisor login com Account Portal Instructions Help Guide Verified link:https://www.529quickview.com/

What is 529 QuickView?

With 529 QuickView, you have one-stop access for answers to your clients’ account questions with data that is easily downloadable to your desktop.

What is 529 advisor-guided college savings?

New York’s 529 Advisor-Guided College Savings Program is a college savings plan sponsored by the State of New York that provides a tax-advantaged way for families to save for the future costs of higher education.

When can I login to my mi 529 advisor plan?

The MI 529 Advisor Plan was rebuilt from the ground up to offer a best-in-class college saving solution for financial professionals to use with clients. Account Owners will be able to login to their accounts Monday, 9/11/17, at 9 am ET. Learn more about the MI 529 Plan conversion.

How do I get access to my clients’529 plans?

Get immediate online access to your clients’ Ascensus-administered 529 plans with 529 QuickView. No more sorting through stacks of paper, fumbling through files, or waiting for the latest account information to be mailed.

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