forms
Direct Portfolio Advisor Form
plan managed by:
Enroll & Manage Your Clients
New in 2021 this single form allows advisors to enroll their clients in Direct Portfolio, gain access to 529 QuickVIEW for duplicate client statements and grant in-office support staff the ability to assist with client inquiries and general office support. You and your client choose your access (and responsibility) level.
You can mail or fax your completed forms:
mailing address
CollegeInvest Direct Portfolio
College Savings Plan
PO Box 219931
Kansas City, MO 64121-9931
overnight delivery only
CollegeInvest Direct Portfolio
College Savings Plan
1001 E 101st Terrace, Suite 200
Kansas City, MO 64131
fax
617.559.2438
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