Click here to bookmark your login page

You asked, we answered. Thank you for providing us your feedback to the financial advisor login page. We listened to your suggestions and made significant changes to our website to ensure a smoother login experience for you.

First, we have simplified the login process by reducing the number of required fields, making it quicker and more convenient for you to access your account. 

Second, we have enhanced the user interface, making it more intuitive and user-friendly, ensuring that you can easily navigate through the login page.

Your feedback has been instrumental in these improvements, and we are committed to continuously enhancing our website based on your valuable input.

How do I log in to the Financial Advisor portal through my529.org?

  1. Visit my529.org or advisor.my529.org and click on the Login button on the upper right-hand corner of the screen.

2. Scroll down to the Log in As Financial Advisor link. Click on the link.

3. The link will bring you to the advisor login page to type in your login credentials. Enter your username,  and password, and complete the two-factor authentication, which includes entering your PIN.* Congratulations, you have now logged in!

We listened to your suggestions and made significant changes to our website to ensure a smoother login experience for you.

*Don’t know your PIN? Don’t worry, give us a call and we will provide that to you over the phone. Check out our 2FA FAQ page for more information.

Winter 2023 FAN

Morningstar top honor for 2023
Personalized portals for gifting
Secure 2.0 and 529s: What we know
What forms are DocuSign-eligible?
Logging in now easier
FAFSA makes changes
2023 year-end deadlines

Related Topics

Advisor Tools

Get Started

financial advisors

Investment Options

Tax Advantages

tax advantages

Forms

Find us on social media:

Important Legal Notice

Investing is an important decision. The investments in your account may vary with market conditions and could lose value. Carefully read the Program Description in its entirety for more information and consider all investment objectives, risks, charges and expenses before investing. For a copy of the Program Description, call 800.418.2551 or visit my529.org.

Account Value. Investments in my529 are not insured or guaranteed by my529, the Utah Board of Higher Education, the Utah Education Savings Board of Trustees, any other state or federal agency, or any third party. However, Federal Deposit Insurance Corporation (FDIC) insurance is provided for the FDIC-Insured investment option. In addition, my529 offers investment options that are partially insured for the portion of the respective investment option that that includes FDIC-insured accounts as an underlying investments. Units in my529 have not been registered with the United States Securities and Exchange Commission or with any state securities commission.

FDIC insurance is subject to limits set by federal law. Click here for more information about FDIC Insurance.

Non-Utah Taxpayers and Residents. The state in which you or your beneficiary pay taxes or live may offer a 529 plan that provides state tax or other benefits, such as financial aid, scholarship funds, and protection from creditors, not otherwise available to you by investing in my529. You should consider such benefits, if any, before investing in my529.

Consult an advisor. my529 does not provide legal, financial, investment, or tax advice, and the information provided on this website does not contain advice and cannot be construed as such or relied upon for those purposes. You should consult your own tax or legal advisor to determine the effect of federal and state tax laws on your particular situation.

Morningstar rating. A Morningstar Analyst Rating for a 529 college savings plan is not a credit or risk rating. Analyst ratings are subjective in nature and should not be used as the sole basis for investment decisions. Morningstar does not represent its analyst ratings to be guarantees. Please visit Morningstar.com for more information about the analyst ratings, as well as other Morningstar ratings and fund rankings.

my529 does not pay commissions, loads or sales charges to financial advisors nor does it endorse financial advisors.

Information on this website is believed to be accurate when posted and is qualified in its entirety by the Program Description.