IAdvisor 529 Plan
The Bank of New York Mellon Corporation
Free
About IAdvisor 529 Plan
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 Update account owner address and add seasonal addresses
o Modify 529 beneficiary address
o Modify distributions payment method
Users can use biometrics such as Facial recognition/fingerprint to access the app instead of their user id/password.
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 Update account owner address and add seasonal addresses
o Modify 529 beneficiary address
o Modify distributions payment method
Users can use biometrics such as Facial recognition/fingerprint to access the app instead of their user id/password.
