Go interactive with UESP account dashboard

UESP recently launched an interactive dashboard so account owners can have a detailed view of their investments when they log in to my529.org.

The dashboard displays account information in four graphs:

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

The graphs are highly customized and interactive, allowing account owners to change dates, single out various transactions, and see which funds and investment options are performing the best. Account owners can view all four graphs at the same time or focus on one. They also can view all their accounts in aggregate or individually.

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

If you have any questions, call UESP at 800.418.2551