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.