Keeping your information up to date with my529

Is your firm’s information up to date with my529? Updating your contact information is easy and important to do.

As financial advisors, it is crucial to regularly update your information to ensure accuracy and compliance with regulations. This proactive approach not only helps you better serve your clients, but also demonstrates your commitment to their long-term financial success.

Whether you are the Master Administrator or a user on your firm’s platform, updating your contact information is easy to do. Ensuring that your firm’s contact information and login information is up to date is an important component of safeguarding your client’s accounts.

For Master Administrators

1. Please review within your Account Access the contact information for your firm and make any necessary updates to outdated phone numbers, addresses, or email addresses.
   • To locate your firm’s contact details, click Admin from the drop down menu and select Manage LPOA.
2. Ensure all users listed in your Account Access are currently employed at your firm, and that you still approve of them having LPOA authorization for client accounts. Remove any users who should no longer have access.
   • To locate the list of users, click Admin from the dropdown menu and select Manage Users. Click on the three dots next to an advisor’s name to deactivate or click on view details to update contact information.
3. Please review within your Account Access the contact information for your firm and make any necessary updates to outdated phone numbers, addresses or email addresses.

For All Users

1. Review within your Account Access your contact details and make any necessary updates to outdated phone numbers and email addresses.
   • To locate your contact information, click on your name on the top right corner and select My Info.

As always, we are here to support you. Please reach out to your dedicated my529 Professional Services Team by calling 888.529.1886.

From the FAN — Summer 2024