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Home 529 Client Portal
 

529 Client Portal

College Savings Plans

Note that 529 Account Balances are now also available on our Client Web Portal, along with your other accounts, and are updated nightly. However, if you would like to transact business (for example, authorize a bank draft into your student’s 529 account), you may do so by clicking on the appropriate link below.

  • Utah Educational Savings Plan
  • Colorado CollegeInvest
  • West Virginia SmartSelect 529 Plan
  • Nebraska Educational Savings Trust

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The Retirement Planning Specialists, LLC | Denver, CO

5460 S. Quebec St, Ste 333
Greenwood Village, CO 80111
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