Advisor 529 Enrollment Resources | Scholar's Edge

Empower your clients’ dreams.

Enrollment Resources

Assist your clients

As a financial advisor, your goal is to assist your clients in saving for their goals and stages of life. Often, your clients’ lives include children, followed by grandchildren, providing you with the opportunity to help your clients with education savings, legacy goals, and estate planning.

 

Key tools and resources

Download enrollment kit

Rollover your client's 529 plan to the Scholar’s Edge 529 Plan

Help clients with Investment changes.

 

Need assistance?

Contact Ascensus Dealer Services at 1.877.486.9279, Monday through Friday from 8:00 a.m. to 4:00 p.m. ET.

Or contact your dedicated Principal sales team at 1.800.787.1621, Monday through Friday from 9:00 a.m. to 8:00 p.m. ET.