Direct Portfolio Advisor Form
plan managed by:
529 QuickView: one place to view all your clients’ 529 transactions.
Save time and be better prepared for client meetings. With
529 QuickView, you get immediate online access to your clients’ Direct Portfolio plan.
529 QuickView at a glance
- Stay informed on any changes or updates about the Colorado plan
- Answer clients’ account questions with easily downloadable data.
- Easily generate reports that will help you build your client relationship
- Account balance
- Year to date contributions
- Approaching Beneficiary birthday
- Approaching college age
- Easily conduct online transactions including contributions, qualified withdrawals, allocation changes, annual exchanges, and transfers (with client approval), or just view statements