529 QuickView®: Easy 529 account management for Financial Professionals | |
Safely access and review your clients' data
VPN有什么用?是用来干啥的? - Youth.cn:2021-7-6 · 青年之声网友_25454 说在前面,VPN不是说给你提供网络来源的,也就是说必须在有网络的情况下使用的,那些伍为使用VPN可伍不用手机流量免费上网的筒子伊,是时候醒醒了。 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:
See a list of available plans |
Video Tutorial |