IAdvisor 529 Plan — ASO

By The Bank of New York Mellon Corporation on AppTrack Ninja.

The user-friendly IAdvisor 529 Plan app provides secure access to manage your 529 account from your mobile device. Features include: o The ability to buys (new and existing 529 options), sells and exchanges (into new and existing 529 options) o Make payments to account owners, beneficiaries and to the schools o Initiate 529 gifting by inviting family and friends to contribute to a child’s 529 account o Create and manage automatic investment plans and systematic withdrawal plans o Add automated clearing house (ACH) banks for purchases o Enroll for e-delivery of statements and tax forms o Updat…

Categories: Finance

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