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.
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.
Streamlined setup
Open accounts quickly with low initial contributions and automated investment options, making it easy to scale across your book of business.
Advisor-driven flexibility
Maintain control while offering clients customizable investment strategies, beneficiary options, and qualified expense coverage that fits their goals.
Tax-efficient growth potential
Help clients grow education savings tax-free, while you grow your practice with a solution that supports retention and referrals.
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:
*Self-service 529 plans are available directly to investors or through Registered Investment Advisors (RIAs).