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my529

Custodian | https://my529.org/for-financial-advisors/

my529, Utah’s official nonprofit 529 educational savings plan, is highly rated by Morningstar Inc. Accounts are free to open, and my529 requires no minimum deposit or account balance. my529’s user-friendly website, my529.org, makes it easy to open, manage, and contribute to an account online.

Data into Capitect

  • Accounts
  • Daily balances
  • Daily positions
  • Daily transactions

Data from Capitect

None

Instructions

  1. Log in to my529.
  2. From the menu, go to "Data", then "Setup".
  3. Click Edit, select Capitect, then Next.
  4. Complete rest of the setup request.