529 quick view login

529 quick view login

Searching for 529 quick view login? Use official links below to sign-in to your account.

If there are any problems with 529 quick view login, check if password and username is written correctly. Also, you can contact with customer support and ask them for help. If you don't remember you personal data, use button "Forgot Password". If you don't have an account yet, please create a new one by clicking sign up button/link.

quickview

    https://www.529quickview.com/
    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.
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Plan List - quickview

    https://www.529quickview.com/home/planlist.html
    The TD Ameritrade 529 College Savings Plan. TNStars College Savings 529 Program. Wealthfront's College Savings Program. SSgA Upromise 529 Plan. The Vanguard 529 College Savings Plan. USAA College Savings Plan. New York's 529 Advisor Guided College Savings Program. New York's 529 College Savings Program Direct Plan. CollegeAdvantage Direct 529 ...
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Contact Us - quickview

    https://www.529quickview.com/home/contact.html
    529 QuickView Help Desk: 1-888-823-4348 Help Desk Hours: Monday through Friday, 8:00 a.m. to 6:00 p.m. Eastern Time 529 Quickview® and the 529 Quickview® logo are registered service marks of Ascensus Broker Dealer Services, LLC.
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CollegeChoice Advisor 529 Savings Plan - Account Access

    https://www.collegechoiceadvisor529.com/advisor/account-access.html
    For more information about the CollegeChoice Advisor 529 Savings Plan ("CollegeChoice Advisor"), contact your financial advisor, call 1.866.485.9413, click here to obtain a Disclosure Statement, which includes investment objectives, risks, charges, expenses, and other important information; read and consider it carefully before investing.
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    https://www.collegechoiceadvisor529.com/advisor/account-access.html

529 QuickView

    https://cdn.unite529.com/jcdn/files/SSGAv2/pdfs/529QuickViewBrochure.pdf
    529 plans. And 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 to your clients’ information. 529 QuickView® allows you to: • Enroll clients easily online • View …
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FAQs - quickview

    https://www.529quickview.com/home/faq.html
    Do my clients have to give me permission to view their accounts? Depending on the plan, each client may need to grant authorization by completing an account access authorization form, available on the individual plan's website or by calling the appropriate 529 plan's help line. The help line can also confirm whether your client has submitted ...
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twofactorpopupmessage - quickview

    https://www.529quickview.com/home/twofactorpopupmessage.html
    No action on your part is necessary and this does not currently affect the 529 QuickView log in process. The login process will soon require your clients to authenticate their identity using a PIN that will be generated and sent to them via text message or a phone call to the number they indicate.
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    https://www.529quickview.com/home/twofactorpopupmessage.html

CollegeChoice Advisor 529 Savings Plan - Advisor

    https://www.collegechoiceadvisor529.com/advisor.html
    For more information about the CollegeChoice Advisor 529 Savings Plan ("CollegeChoice Advisor"), contact your financial advisor, call 1.866.485.9413, click here to obtain a Disclosure Statement, which includes investment objectives, risks, charges, expenses, and other important information; read and consider it carefully before investing.
    Status:Page Online
    https://www.collegechoiceadvisor529.com/advisor.html

CollegeChoice Advisor 529 Savings Plan - Home

    https://www.collegechoiceadvisor529.com/
    For more information about the CollegeChoice Advisor 529 Savings Plan ("CollegeChoice Advisor"), contact your financial advisor, call 1.866.485.9413, click here to obtain a Disclosure Statement, which includes investment objectives, risks, charges, expenses, and other important information; read and consider it carefully before investing.
    Status:Page Online
    https://www.collegechoiceadvisor529.com/

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