NextGen 529

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.