How to connect to 529 accounts using aggregator login credentials?

Works for CollegeInvest529, NY's 529, SMART529 and DC 529

This is how you create a read-only aggregator login credentials for your 529 accounts.

  1. Log in to your 529 account
  2. Select "Profile & Documents"
  3. Select "Password & Security Features"
  4. Under "Manage Financial Aggregator Access," select "Edit"
  5. Create Aggregator Username and Password (aggregator login credentials)
  6. Come back to Kubera. Login to your 529 account using the newly created aggregator login credentials.

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