IAdvisor 529 Plan
iOS app by The Bank of New York Mellon Corporation. Finance · The Bank of New York Mellon Corporation
- Store rating
- 0 / 5
- Store rating count
- 0
- Download price
- Free to download
- In-app purchases
- Unknown
- Version
- 1.0.16
- Listing last refreshed
- 2026-09-15
View the original store listing
Store description excerpt
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.
Review coverage
AppRill has captured 0 reviews for this app. This is a collected sample, separate from the store rating count. Latest review capture: Not captured yet.
Recent captured chart positions
No chart positions have been captured for this app yet.
Chart position, rating count and review coverage do not establish downloads, revenue or profit. Understand the differences.