Manage Accounts

Select your account type below and sign in to view.

Financial Professionals, register for online access.

You’re in Control

Choose from portfolios focused on specific asset classes or year-of-enrollment, or build custom portfolios to meet your clients' needs.

Easy 529 Account Management for Financial Professionals

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.

Open An Account

Ready to start a new account?

Program Description

Looking for the program description?