Welcome to the Ny 529 Advisor Login. It's a secure system that allows you to manage your clients' NY 529 Advisor savings accounts from one convenient location. With access to account information, balance transfers, and more, it makes managing your clients' investment portfolios easier than ever before.
Table Of Content:
- NY529 Advisor: New York's 529 Advisor-Guided College Savings ...
- Log In to your New York's 529 College Savings Program Direct Plan ...
- For Financial Professionals | NY529 Advisor
- 529 College Savings Plan | J.P. Morgan Asset Management
- 529 QuickView
- 529 Plan Investment Advisors | J.P. Morgan Asset Management
- My529 Login
- The Hartford SMART529 College Savings Plan
- Log In to your CollegeBound 529 account
- CollegeChoice Advisor 529 Savings Plan - Home
1. NY529 Advisor: New York's 529 Advisor-Guided College Savings ...
https://www.ny529advisor.com/
New York's 529 Advisor-Guided College Savings Program is a college savings plan sponsored by the State of New York that provides a tax-advantaged way for ...
2. Log In to your New York's 529 College Savings Program Direct Plan ...
https://www.nysaves.org/nytpl/auth/ll.cs
Descargue aquí un formulario de inscripción en español. También puede inscribirse en inglés aquí. Para obtener más información en español sobre NY 529 Direct ...
3. For Financial Professionals | NY529 Advisor
https://www.ny529advisor.com/for-advisors
Advisor clients can receive potential benefits by choosing New York's 529 Advisor-Guided College ... Special tax benefits for New York state taxpayers.
4. 529 College Savings Plan | J.P. Morgan Asset Management
https://am.jpmorgan.com/us/en/asset-management/adv/investment-strategies/college-savings/
Read more about the Advisor-Guided Plan, which provides a tax-advantaged way ... owner to their Advisor-Guided Plan account for New York state taxpayers2
5. 529 QuickView
https://www.529quickview.com/
529 QuickView®: Easy 529 account management for Financial Professionals ... You see the same screens as your clients once they log in, so you can easily ...
6. 529 Plan Investment Advisors | J.P. Morgan Asset Management
https://am.jpmorgan.com/us/en/asset-management/adv/investment-strategies/college-savings/529-plan-investment-advisors/
The Comptroller of the State of New York and the New York State Higher Education Services Corporation are the Program Administrators and are responsible for ...
7. My529 Login
https://login.my529.org/
The state in which you or your beneficiary pays taxes or lives may offer a 529 plan that provides state tax or other benefits, such as financial aid, ...
8. The Hartford SMART529 College Savings Plan
https://www.smart529advisor.com/wvatpl/auth/ll.cs
To enroll in The Hartford SMART529 College Savings Plan, please see your financial advisor. Have an account, but have never logged on? Create a username and ...
9. Log In to your CollegeBound 529 account
https://www.collegebound529.com/riatpl/al/list.cs
To enroll in CollegeBound 529, please see your financial advisor. Have an account, but have never logged on, or haven't logged on since July 12, 2016?
10. CollegeChoice Advisor 529 Savings Plan - Home
https://www.collegechoiceadvisor529.com/
CollegeChoice Advisor is Indiana's tax-advantaged 529 savings plan designed to help people easily and affordably save for college.
What is the Ny 529 Advisor Login?
The Ny 529 Advisor Login is a secure system that allows you to manage your clients' NY 529 Advisor savings accounts from one convenient location.
What information can I access on the Ny 529 Advisor Login?
By logging in, you can access important account information such as balances, transactions history and performance, fees charged by the plan and its underlying investments, account statements and consolidated reports.
How do I add an account to the Ny 529 Advisor Login?
You'll need your client’s 15-digit Account Number which can be found on their Quarterly Account Statement or on their Client Portal Dashboard. Enter this number into the designated field on the “Accounts” page of Adviser Online Services Portal. Once added, both you and your client will have access to their account information.
Is there a fee for using the Ny 529 Advisor Login?
No, there are no fees associated with using Ny 529 Advisor Login; however, it does require an Adviser Online Services subscription in order to gain access.
Does my client need an Adviser Online Services subscription in order to participate?
Yes, clients must also sign up for an Adviser Online Service subscription in order for them to view their accounts via Ny 529 Advisors login platform.
Conclusion:
The Ny 529 Advisors login offers many great features such as easy access to important account data and consolidated reports, making it easier than ever for advisors to manage their clients’ investment portfolios with confidence. Signing up for an Adviser Online Service subscription grants you quick and easy access so you can start managing your clients’ investments today!