Managing Your Clients' Accounts with 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. You see the same screens as your clients once they log in, so you can easily conduct online transactions including contributions, qualified withdrawals, allocation changes, exchanges, and transfers (with client approval).
Download The Getting Started Guide
Register for 529 QuickView Access