NextGen 529 17+

Financial Services

The Bank of New York Mellon Corporation

Designed for iPad

    • Free

Screenshots

Description

The Active Investor app provides a secure, user-friendly platform to access and manage your account from your mobile device. With powerful, easy-to-use tools at your fingertips, plus built-in fraud protection, you have the security and convenience you want to manage your financial freedom.
• Get seamless on-the-go access to your accounts across both desktop and mobile devices
• Sign in to your account quickly with a secure login and forgotten password process 
• Easily navigate with “Quick Links” to commonly used functions
• View account balances and transaction history
• Create and manage automatic investments and withdrawals
• Update personal and beneficiary information 
• Get SMS text alerts for online activity: financial transactions, account maintenance, and profile changes
• Sign up for digital statements and tax forms
Use your existing Active Investor user ID and password to access your accounts on your phone. It’s that simple.

IMPORTANT: If your NextGen 529 account is held at Merrill, you will not be able to access your account using this app. Speak with your Merrill financial advisor or a Merrill Edge Customer Service Representative, for more information.

What’s New

Version 1.0.5

Minor fixes

App Privacy

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
  • Usage Data
  • Diagnostics

Privacy practices may vary based on, for example, the features you use or your age. Learn More

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