529 Plans

Add Value Beyond Retirement with 529 Plans

Position yourself as a trusted resource for multigenerational financial planning by integrating 529 plans into your advisory offering. These tax-advantaged plans can help you deepen client relationships, expand ancillary business opportunities, and build long-term client loyalty, all while delivering a savings solution families already expect.  

Manage client plans

529 plans built for advisor success

529 plans aren’t just a client solution; they’re a strategic lever for advisors to deliver value, differentiate their services, and drive long-term growth.  

Digital tools to elevate your 529 offering

Empower your clients, and your practice, with intuitive apps and features that make 529 plan engagement easier, more visible, and more rewarding.

Start Offering 529 Plans Today

Use the links below to access enrollment platforms, create your advisor account, and start offering 529 plans as part of your client solutions—quickly and easily. 

 

Advisor plans include:

Direct plans include:

Manage 529 plans with confidence

Access real-time account data, streamline client conversations, and manage 529 plans more efficiently. 529 QuickView gives you the tools to support your clients with confidence.