to advisors' desktops
Available only from Upromise Investments, 529 QuickView provides financial advisors and Registered Investment Advisors (RIAs) with immediate online, real-time account information for clients participating in a Upromise Investments-administered plan.
An advisor can use 529 QuickView for access to:
- Daily account balances
- Participant account details
- Downloadable statements, confirmations, and tax forms
- Online transaction capability (with client permission)
Advisors with clients participating in both direct and advisor-sold plans can take advantage of the benefits of 529 Quick View.
No more sorting through stacks of paper, fumbling through files, or waiting for the latest account information to be mailed; it's all available through 529 QuickView.
Learn more about 529 QuickView.