529 QuickView

Broker Portal Registration

The following information needs to be completed in order to have full access to Ascensus College Savings administered 529 plans. Please take a few moments and fill out the registration form completely to insure we have accurate information for your profile.

Step 1
Please provide your registration information

First Name

Last Name

Email Address

Retype Email Address

Firm/Business Name

Please select Broker-Dealer Firm or Registered Investment Advisor

Select Broker dealer for commission based accounts. Select Registered investment advisors for fee based accounts. If you advise both commission and fee based accounts, either selection can be used to request Quickview access.

Broker-Dealer Firms
Registered Investment Advisor

Please enter:

Dealer Number

Branch Number

Representative Number

CRD Number

Please enter:

CRD Number

Mailing Address

Address Line 2

City

State

Zip
- Zip Ext

Phone Number
( ) - Phone 1 Phone 2 Phone 3

Please select the 529 plan for which you are requesting access.
If you have accounts in multiple plans you will be able to view all of these accounts once your registration has been approved.

Step 2
Please select your access level

Representative Access - Allows access to all accounts registered to a broker/investment advisor

Branch Access - Allows access to all accounts registered to a single branch office

Back Office - Allows access to all accounts registered to a broker-dealer firm

For verification purposes, please enter an account number for which you are the broker/advisor of record

Client Account Number

Step 3
Create a user name and password

User Name (Must be 6-25 characters)
Password (Your password must be at least 8 characters long and contain at least 3 of the 4 following criteria: upper case, lower case, numeric, or special characters such as !, @, #, $, % etc.)		Retype password
Please record your user name and password in a secure location and retain for your records.
Security questions
If you forget your password, you will be asked these questions before we reset it. Security question answers must be at least 2 characters long.
Security Question 1
Security Answer 1
Retype Security Answer 1

Security Question 2
Security Answer 2
Retype Security Answer 2

Security Question 3
Security Answer 3
Retype Security Answer 3