Working with an advisorSaving for college is a part of a family's overall financial plan. Many investors rely on financial advisors to provide expertise and guidance when making these important decisions. It is our goal to provide financial advisors with tools they need to explain the features of 529 plans to their clients and offer easy-to-understand materials for their clients to help educate them on the plan that is appropriate for them. Our marketing is targeted to highlight the knowledge and investment expertise of financial advisors and to provide 529 education to experienced investors.
Upromise Investments is committed to working closely with financial advisors and their home offices to make 529 college savings plans easy to explain and implement. Each financial advisor plan has a team of dedicated phone sales support representatives, who are available to provide information and materials. They are also available to assist with all levels of advisor support including sales tips, client mailings, plan information, and more.
We provide full back office support to our financial advisors, including:
- Web-based plan information, account details, and downloadable sales materials
- Dedicated sales support desk
- On-site field representatives
- Seasonal, targeted campaigns
- Flexible, multi-manager investment lineups
529 QuickView: Easy access to data
How much time do you spend looking for client account information? What does that wasted time cost you in productivity? Upromise Investments' 529 QuickView is a data-delivery website that gives you immediate online access to your clients' Upromise Investments-administered 529 plans. It takes just a few minutes. Then, no more sorting through stacks of paper, fumbling through files, or waiting for the latest account information to be mailed.
529 QuickView is easy to use and password-protected so only authorized personnel have access to your clients' information. Learn more about 529 QuickView.
Advisor-sold plans offered through Upromise Investments:
CollegeChoice Advisor 529 Savings Plan
Sales Support: 1.866.485.9419
Website: collegechoiceadvisor529.com
Columbia 529 Plan
Sales Support: 1.877.994.2529
Website: columbia529.com
Iowa Advisor 529 Plan
Sales Support: 1.888.823.4358
Website: iowaadvisor529.com
iShares 529 Plan
Sales Support: 1.888.529.9552
Website: ishares529.com
MOST - Missouri's 529 Advisor Plan
Sales Support: 1.888.411.0117
Website: most529advisor.com
New York's 529 College Savings Program Advisor Plan
Sales Support: 1.800.774.2108
Website: ny529advisor.com
