529 Quickview Advisor Login

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CollegeChoice Advisor 529 Savings Plan - Advisor

    You also should consult a financial, tax, or other advisor to learn more about how state-based benefits (or any limitations) would apply to your specific circumstances. You also may wish to contact directly your home state’s 529 plan(s), or any other 529 plan, to learn …

Home - NY529 Advisor Site

    Sep 12, 2019 · 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.

CollegeChoice Advisor 529 Savings Plan - Account Access

    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.

For Advisors - NY529 Advisor Site

    Why choose New York's 529 Advisor-Guided College Savings Program for your clients? A flexible, tax-advantaged way to save No matter what your clients' needs or financial situation, the Advisor-Guided Plan offers a range of federal and state tax savings, estate planning and many other features that can make saving for college a more reachable goal for your clients.

NEST 529 Advisor Plan

    The NEST Advisor Plan offers a series of investment portfolios within the Nebraska Educational Savings Plan Trust, which offers other investment portfolios not affiliated with the NEST Advisor Plan. The NEST 529 Advisor Plan is intended to operate as a qualified tuition program to be used only to save for qualified higher education expenses ...

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