The security of your client’s account and personal information is CollegeChoice Advisor’s top priority, so we are excited to announce an upcoming online security enhancement that they will experience when accessing their 529 account. This communication is intended to keep you informed as no action on your part is necessary and this does not currently affect 529 QuickView users.
In the coming months, the login process will require your clients to authenticate their identity using a PIN that will be generated and sent to them via text message or a phone call to the number they indicate.
Once authenticated, they may elect to designate that particular device as trusted. By doing so they will not be required to enter a PIN the next time they sign into their account from that device. They can designate as many devices as they wish including their computer, smart phone, and tablet.
Please note, with this enhancement, aggregator service providers such as CashEdge, Personal Capital, and Mint will no longer be able to login to the account using your client’s username and password. For your client’s security and convenience, we have provided the functionality to create a sub-account with limited access to enable these aggregators to retrieve certain data from your client's 529 account. To avoid an interruption, they can set up access for their aggregator today by:
- Logging in to their account at collegechoiceadvisor529.com
- Select “Profile & Documents”
- Select “Password & Security Features”
- Under “Manage Financial Aggregator Access,” select “Edit”
- Create password and copy the new URL for CollegeChoice Advisor
- Visit their aggregation service provider to provide the new URL and login credentials so that the aggregator can continue to access their 529 account
For more information on this security enhancement, please review the FAQs. Otherwise, you may contact Advisor Support at firstname.lastname@example.org or 866-485-9419.
We know that top service and security for your clients is important to you. This security enhancement is just one of many recent online improvements we’ve invested in to make saving for college easier. If your clients aren’t already web registered at collegechoiceadvisor529.com, there’s never been a better time to recommend they do so.