Financial Professional Resources
Let's get started.
When clients turn to you for straightforward advice on education savings, turn to Indiana529 Advisor for help.
529 Quickview
Your 529 account management portal.
529 Quickview® gives you one-stop access for answers to your client's questions. You see the same screens as your clients, so you can easily conduct online transactions including contributions, qualified withdrawals, allocation changes, annual exchanges, transfers, and more.
Full Account Management
Easily access all your accounts at once.
Reporting
Download data straight to your desktop.
Easy Transactions
Perform necessary actions for your clients.
FINANCING PLANNER
Calculate a Plan.
Help clients create and optimize a plan to reach their education savings goals with our College Financing Planner. It's simple design requires minimal user input, and unlike other planners, the college net cost is used instead of sticker price to provide a more realistic - and less overwhelming - overview of future finances and college affordability.
This interactive calculator also shows:
- The cost of borrowing for college vs. saving
- How even a small increase in regular contributions can add up over time.
UGIFT
Invite Family and Friends.
Saving for education can take a village, and Ugift makes it easy to get help from that network. This free-to-use tool gives gift givers the satisfaction of knowing that their generosity can make a lasting impression.
Hassle Free
Gift contributions can be made online or by check. Contributions go directly into your Indiana529 Advisor account, so there's no extra paperwork for you.
Secure
Unlike many other gifting programs, gift givers don't have to join, register, or pay a service fee. Regular gifters can create a profile and make recurring contributions.
Popular
Thousands of families across Indiana have already received millions of dollars in gift contributions through Ugift, and gifters are also eligible for the Indiana state tax credit!1
1 Indiana taxpayers are eligible for a state income tax credit of 20% of contributions to an Indiana529 Advisor account, up to $1,500 per year. This credit may be subject to recapture from the account owner (not the contributor) in certain circumstances, such as rollovers to another state's 529 plan, federal nonqualified withdrawals, withdrawals used to pay elementary or secondary school tuition for a school outside of Indiana, qualified education loan repayments, or rollovers to a Roth IRA account, as described in the Disclosure Booklet.
CONTACT US
We're here to help.
With Indiana529 Advisor, get the help you need the way you prefer.
Call Us:
Client Service: 1-866-485-9413, Monday - Friday, 8:00 a.m. - 8:00 p.m. ET
Sales Support: 1-866-485-9419, Monday - Friday, 8:30 a.m. - 5:00 p.m. ET
529 Quickview Helpdesk: 1-888-823-4348, Monday - Friday, 8:00 a.m. - 6:00 p.m. ET
Email Us: clientservice@indiana529advisor.com
Contact Us Via Mail: Regular Mail: Indiana529 Advisor Savings Plan
P.O. Box 219354
Kansas City, MO 64121 Overnight Delivery: Indiana529 Advisor Savings Plan
1001 E 101st Terrace, Suite 200
Kansas City, MO 64131
