https://529quickview.com

HomeHome   Need help?   Login User Name Password   Forgot User Name? Reset Password If you don't have a user name and password, Click here to register for access. 529 QuickView®: Easy 529 account management for Financial Professionals Safely access and review your clients' data Get immediate online access to your clients' Ascensus-administered 529 plans with 529 QuickView. No more sorting through stacks of paper, fumbling through files, or waiting for the latest account information to be mailed. With 529 QuickView, you have one-stop access for answers to your clients' account questions with data that is easily downloadable to your desktop. You see the same screens as your clients once they log in, so you can easily conduct online transactions including contributions, qualified withdrawals, allocation changes, exchanges, and transfers (with client approval). Generate these reports to help you start your client conversations: Annual account investment Client fund account balance Approaching beneficiary birthday Year to date contribution Approaching college age Learn more See a list of available plans Video Tutorial 529 Quickview® and the 529 Quickview® logo are registered service marks of Ascensus College Savings Recordkeeping Services, LLC.  Ascensus® and the Ascensus® logo are registered trademarks of Ascensus, LLC. All rights reserved. © 2025 Ascensus, LLC. Contact Us | About Us | Terms of Use | FAQsenen1772142964https://529quickview.com

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