Check the dashboard

You can get a detailed look at your account activity with this online tool

Take a glance at your my529 accounts, and how your investments and funds are performing, all on one page.

The dashboard, available in Account Access at my529.org, offers a detailed view of investments, with the following information in graph form:

  • account value
  • transaction summary
  • current value of accounts by underlying fund
  • investment allocation by type

View how your investment has performed over time, and a summary of account activity that includes contributions, dividends, withdrawals, transfers/exchanges, administrative fees, and market gain/loss.

Look at data for an individual account, or aggregate data if you own multiple accounts.

To access the dashboard, log in to Account Access, and click the “Dashboard” button at the top right.