529 Quick View Login - Procedure and Search Result

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Account Access - CollegeChoice Advisor 529 Savings Plan


With 529 QuickView®, you have one-stop access for answers to your clients' account questions with data that is easily downloadable to your desktop.

Account Access - CollegeChoice Advisor 529 Savings Plan
Official pages

NY529 Advisor: New York's 529 Advisor-Guided College ...


New York's 529 Advisor-Guided College Savings Program is a college savings plan sponsored by ... 4-keys-to-evaluating-529-plans ... View account information.

How to login
  • 1. Visit the website of 529 Quick View at: https://www.529quickview.com/.
  • 2. Click on the “Login” button located in the top right corner of the page.
  • 3. Enter your username and password into the appropriate fields provided and click “Sign In” to submit your information.
  • 4. Upon successful authentication, you will be redirected to your 529 Quick View account dashboard where you can view all of your accounts and manage them accordingly.

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Q: What is 529 Quick View?

A: 529 Quick View is a free, fast and convenient way to check the current balance of your college savings plan. It provides a snapshot of your account information in one place, so you can quickly verify that your savings are on track without having to log into multiple accounts.

Q: How do I access 529 Quick View?

A: You can access 529 Quick View by visiting our website and clicking the “529 Quick View” link under the “Tools & Resources” section. You will be asked to enter your email address, account number, and password to view your account information.

Q: Is there a mobile version of 529 Quick View?

A: Yes! We have an app available for both iOS and Android devices. The app allows you to check your account balance anytime, anywhere from the convenience of your phone or tablet.

Q: Does 529 Quick View provide detailed investment advice?

A: No. While 529 Quick View does provide a snapshot of your current account balance and performance history, it does not offer detailed investment advice or recommendations beyond what is already provided with each plan's investments options. If you need more personalized assistance with selecting investments for your college savings plan, we recommend speaking with a financial advisor or other qualified professional.

Q: Is my information secure when using 529 Quick View?

A: Absolutely! We use industry-standard security protocols and encryption technology to protect all personal data submitted through our website or mobile apps. We also require two-factor authentication when accessing certain sensitive information such as banking details or credit card numbers.


To complete the login steps, make sure that your device is connected to the internet. Follow all the steps correctly and get access to your account.

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