IAdvisor 529 Plan
Finance
Free · Designed for iPad. Not verified for macOS.
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.
Ratings & Reviews
- This app hasn’t received enough ratings or reviews to display an overview.
Minor fixes and app performance improvement
The developer, The Bank of New York Mellon Corporation, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .
Data Linked to You
The following data may be collected and linked to your identity:
- Financial Info
- Contact Info
- Identifiers
- Usage Data
- Diagnostics
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- The Bank of New York Mellon Corporation
- Size
- 91.5 MB
- Category
- Finance
- Compatibility
Requires iOS 13.0 or later.
- iPhone
Requires iOS 13.0 or later. - iPad
Requires iPadOS 13.0 or later. - iPod touch
Requires iOS 13.0 or later. - Mac
Requires macOS 11.0 or later and a Mac with Apple M1 chip or later. - Apple Vision
Requires visionOS 1.0 or later.
- iPhone
- Languages
- English
- Age Rating
4+
- 4+
- Copyright
- © 2025 Voya Investment Management LLC. All rights reserved.