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Every 529 account is available for view in one place using Quickview 529. It really is the most convenient way to find out about any 529 account that we have in our book of business. Review collected by and hosted on G2.com.
I can foresee disorganization becoming a concern when the book of 529 business gets much larger. It does not seem as though there is a way to unlink accounts or delete accounts that are no longer being used. That has not been a problem for our business as of yet Review collected by and hosted on G2.com.
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