The 529 Plan Brokerage Account Application is now available in Merrill Forms and Quik/Docupace. Docupace Starting Point Forms kits have been established to incorporate this new registration option.
Click Here to View Application
Additionally, the 529 Plan registration is now available in the Unified Account Opening Tool in Wealthscape.
Click Here to View Training Module
Please Note: Representatives who utilize the 529 report referenced in Video #1 MUST attach a current approved business card to every report provided to a client or prospect.
If you have questions about opening a 529 account in brokerage, please reach out to the ESI Brokerage team at 1-800-344-7437.
TC114937(0620)1