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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.

With 529 QuickView, you have one-stop access for answers to your clients' account questions with data that is easily downloadable to your desktop. You see the same screens as your clients once they log in, so you can easily conduct online transactions including contributions, qualified withdrawals, allocation changes, exchanges, and transfers (with client approval).

Generate these reports to help you start your client conversations:

  • Annual account investment
  • Client fund account balance
  • Approaching beneficiary birthday
  • Year to date contribution
  • Approaching college age
Learn more
See a list of available plans

Video Tutorial