529 quickview advisor login
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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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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.
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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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Access the client information you need with 529 QuickView
- http://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
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529 QuickView
- https://cdn.unite529.com/jcdn/files/SSGAv2/pdfs/529QuickViewBrochure_0315.pdf
- What is 529 QuickView®? This web-basedportal (529quickview.com) was developed to provide financialadvisors with easy and secure access to informationon their clients’ Ascensus Broker Dealers Services, Inc-administered 529 accounts. Can I enroll all SSgA Upromise 529 accounts on 529 QuickView®? An advisor needs to have at least one SSgA ...
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529 QuickView
- https://cdn.unite529.com/jcdn/files/SSGAv2/pdfs/529QuickViewBrochure.pdf
- What is 529 QuickView®? This web-basedportal (529quickview.com) was developed to provide financialadvisors with easy and secure access to informationon their clients’ Ascensus Broker Dealers Services, Inc-administered 529 accounts. Can I enroll all SSGA Upromise 529 accounts on 529 QuickView®? An advisor needs to have at least one SSGA ...
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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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For Advisors - NY529 Advisor Site
- 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. This document includes investment objectives, risks, charges, expenses, and other ...
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NEST 529 Advisor Plan
- https://www.nest529advisor.com/
- The NEST 529 Advisor Plan offers low-cost, flexible, tax-advantaged investment options to help save for higher education.
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