529 quickview
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quickview
529 QuickView ®: Easy 529 account management for Financial Professionals: Safely access and review your clients’ data. 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.
CollegeChoice Advisor 529 Savings Plan – Account Access
https://www.collegechoiceadvisor529.com/advisor/account-access.html
529 QuickView ®: Your one-stop resource for easy 529 account management. 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.
Access the client information you need with 529 QuickView
cdn.unite529.com/jcdn/files/RIT/pdfs/529QuickVew.pdf
What does that time cost you in productivity? 529 QuickView is a data- delivery website that gives you immediate online access to your clients’ Ascensus College Savings-administered 529 plans. 529 QuickViewis easy to use and password-protected so only authorized personnel have access to your clients’ information. 529quickview.com
CollegeChoice Advisor 529 Savings Plan – Advisor
https://www.collegechoiceadvisor529.com/advisor.html
529 QuickView® Manage client transactions and uncover new opportunities, all in one place.
For Financial Professionals | NY529 Advisor
https://www.ny529advisor.com/for-advisors
For more information about New York’s 529 Advisor-Guided College Savings Program, you may contact your financial advisor or obtain an Advisor-Guided Plan Disclosure Booklet and Tuition Savings Agreement at www.ny529advisor.com or by calling 1-800-774-2108.
Hartford SMART529 Overview
https://www.hartfordfunds.com/products/smart529.html
Section 529 of the Internal Revenue Code now includes expenses for fees, books, supplies, and equipment required for the participation of a designated beneficiary in an apprenticeship program registered
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