529 Quickview Login

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Account Access - CollegeChoice Advisor 529 Savings Plan

    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.
    Status:Online

CollegeChoice Advisor 529 Savings Plan - Advisor

    https://www.collegechoiceadvisor529.com/advisor.html
    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 …
    Status:Online

Account Access - SSgA Upromise 529

    https://www.ssga.upromise529.com/advisor/account-access.html
    Ascensus' 529 QuickView, 529quickview.com, is a web-based portal that gives investment professionals immediate online access to clients' Ascensus administered 529 plans. Once you are registered on 529 QuickView, client enrollment is simple and quick. 529 QuickView is user-friendly and password protected so only authorized personnel have access ...
    Status:Online

Home - NY529 Advisor Site

    https://www.ny529advisor.com/home
    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.
    Status:Online

Access the client information you need with 529 QuickView

    https://cdn.unite529.com/jcdn/files/RIT/pdfs/529QuickVew.pdf
    529 QuickView registration View client activity summaries • Access your clients’ 529 activity, including purchases, withdrawals, and assets • Search for clients by plan, client or beneficiary name, tax identification number, Social Security number, or account number • View the same screens as your clients at login Access, download, and act
    Status:Online

For Advisors - NY529 Advisor Site

    https://www.ny529advisor.com/for-advisors
    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.
    Status:Online

The College Savings Journey Starts Here CollegeBound 529 ...

    https://www.invesco.com/college-bound-529-plan/
    For more information about CollegeBound 529, contact your financial advisor, call 877-615-4116, or download the Program Description, which includes investment objectives, risks, charges, expenses, and other important information; read and consider it carefully before investing. Invesco Distributors, Inc. is the distributor of CollegeBound 529.
    Status:Online

Welcome to QuickView+

    https://www.quickview.com/qvWelcome.aspx
    Please refer to the Products drop-down menu on the Create Report screen for usage availability dates. If you do not reflect a Products drop-down menu, please refer to …
    Status:Online

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