529 quick view login
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Login. Forgot User Name? If you don’t have a user name and password, Click here to register for access.
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Login to your CollegeInvest 529 Savings Plan account, or visit to discover important information about our different plans.
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LOGIN. Forgot Username/Password? Your CFNC login will give you access to our full family of resources to plan, apply, save, and pay for college.
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SMART529 Accounts – 529 Quickview. For online access to your clients’ SMART529 College Savings accounts. With 529 QuickView, you have one-stop access for answers to your clients’ account questions with data that is easily downloadable to your desktop. Access your account >
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Open a 529 account. Before you start you will need to know the child’s date of birth, social security number and what investment choices you want. Current account owners – log in. Why choose a 529 plan?
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View client activity summaries. • Access your clients’ 529 activity, including purchases, withdrawals, and assets • Search for clients by plan, client or beneficiary name, tax identification number, Social Security number, or account number • View the same screens as your clients at login. Access, download, and act.
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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.
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Access your my529 account to manage investments, contributions, and beneficiaries for your education savings plan.
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For more information or to log in, visit 529 Quickview. For individuals: Sending the gift of education savings With Ugift ® you can give a truly meaningful gift—money toward a student’s education savings.
Conclusion:
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