Financial Professionals


Why offer Future Path 529 to your clients?

  • Choose from a broad range of low-cost portfolios built and managed by J.P. Morgan Asset Management Experts
  • Allows your clients to save tax free, so they keep every dollar their investments earn for a child's education.1
  • Let's clients leave a legacy - Future Path 529 allows fives times larger tax-free gifts than other accounts, outside their taxable estate.

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Three ways to invest

Future Path 529 offers three options for investing - 7 enrollment year portfolios, 3 asset allocation portfolios, and 17 individual portfolios - all designed to meet your unique goals, time frame and risk tolerance.

Price & Performance


Use Quickview to manage your accounts

Quickview is our web-based portal that gives investment professionals immediate online acces to clients' Ascensus-administered 529 plans. Once registered with Quickview, client enrollment is simple and quick and client information is secure and protected.

Log into Quickview


Forms & Resources

Find additional resources for financial professionals, including our plan brochure as well as forms for transactions that require a signature.

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Frequently Asked Questions

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1Earnings on federal non-qualified withdrawals may be subject to federal income tax and a 10% federal penalty tax, as well as any applicable state and local income taxes.